Jason K. Turner

GRANT THORNTON FINANCIAL ADVISORS LLC

Dallas, TX 75201

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CRD#: 4703153

Professional summary

Jason Kyle Turner, who also goes by Kyle Turner, is a registered financial advisor currently at GRANT THORNTON FINANCIAL ADVISORS LLC located in Dallas, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 2 firms and has passed the Series 66, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Turner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Grant Thornton LLP; not investment-related; 171 N. Clark St. #200, Chicago, IL 60601; audit, tax and advisory services firm; Managing Director; 12/07/2009; approximately 150 hours/month devoted to the other business, approximately 120 hours/month devoted to the other business during securities trading hours; provide interim management, financial advisory, due diligence services for middle market clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Kyle Turner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 23, 2014 - Present

GRANT THORNTON FINANCIAL ADVISORS LLC

Office #1: 1717 Main Street, Suite 1500, Dallas, TX 75201

RIA

CRD#: 168751

Dallas, TX

Past

January 10, 2005 - February 11, 2005

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

DALLAS, TX

Past

September 23, 2003 - February 11, 2005

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/23/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 86

Date: 7/29/2004

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 6/29/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 9/22/2003

General Securities Representative Examination

Current Firm

GRANT THORNTON FINANCIAL ADVISORS LLC

CRD#: 168751 / SEC#:

California

Registered Investment Advisory firm - (11/29/2024 Terminated)

Illinois

Registered Investment Advisory firm - (10/30/2024 Terminated)

Missouri

Registered Investment Advisory firm - (11/14/2023 Approved)

New Jersey

Registered Investment Advisory firm - (10/26/2023 Terminated)

New York

Registered Investment Advisory firm - (6/19/2014 Approved)

North Carolina

Registered Investment Advisory firm - (12/24/2013 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/3/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/23/2014 Approved)

Virginia

Registered Investment Advisory firm - (10/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

500 N. Akard Suite 1200, Dallas, TX 75201

Mailing Address

Phone number

(214) 561-2300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason K. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Kyle Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANT THORNTON FINANCIAL ADVISORS LLC

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2005

Series 86

Date: 7/29/2004

Series 87

Date: 6/29/2004

Series 7

Date: 9/22/2003

Current Firm

GRANT THORNTON FINANCIAL ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

GRANT THORNTON FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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