JT
Jonathan M. Turner
INVARIANT INVESTMENT MANAGEMENT
HOLLYWOOD, FL 33021
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CRD#: 4853469
JT
Professional summary
Jonathan Michael Turner, who also goes by Jonathan M Turner, Jonathon M Turner, is a registered financial advisor currently at INVARIANT INVESTMENT MANAGEMENT located in Hollywood, Florida.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan M Turner | Jonathon M 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.
Turner Consulting LLC not investment-related private residence in Naples, FL book writing/publishing Author April 2020 0 hours per month 0 hours during trading Wrote and published "Stop Faking It, Start Making It" and contributed a chapter to "The Art of the Comeback" Argo Capital Partners, LLC investment-related private residence in Charlotte, NC purchase of merchant portfolios Managing Partner 12/1/2022 20 hours per month 10 hours during trading Find and cultivate relationships with agents to sell their merchant porfolio to the Firm. Legacy Invariant Investment Management clients have participated in this outside business activity, but no new solicitations with respect to such outside business activity will be made to Invariant Investment Management clients. JNR Acquisitions, LLC investment-related 550 US 31S, Greenwood, IN 46142 real estate flipping Partner 7/1/2022 8 hours per month 0 hours during trading Talk with money lenders and bank lenders to secure funds to complete home purchase and rehab prior to completing the flip. Legacy Invariant Investment Management clients have participated in this outside business activity, but no new solicitations with respect to such outside business activity will be made to Invariant Investment Management clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael 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®
NoneExperience
Current
June 27, 2024 - Present
INVARIANT INVESTMENT MANAGEMENT
Office #1: 4000 Hollywood Blvd Hills Ste 555-s, Hollywood, FL 33021RIA
CRD#: 168772
HOLLYWOOD, FL
Past
May 26, 2020 - September 18, 2020
SEQUENTIS CAPITAL ADVISORS LLC
RIA
CRD#: 309006
HERSHEY, PA
Past
June 25, 2010 - April 6, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HERSHEY, PA
Past
March 22, 2010 - April 6, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
HERSHEY, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INVARIANT INVESTMENT MANAGEMENT
ARBOGAST, SETH W | INVARIANT INVESTMENT MANAGEMENT LLC | INVARIANT INVESTMENT MANAGEMENT | INVARIANT INVESTMENT CORPORATION
CRD#: 168772 / SEC#: 801-111716
RIA
Registered Investment Advisory firm - (9/22/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (12/4/2017 Terminated)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
Florida(6/27/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
II
INVARIANT INVESTMENT MANAGEMENT
ARBOGAST, SETH W | INVARIANT INVESTMENT MANAGEMENT LLC | INVARIANT INVESTMENT MANAGEMENT | INVARIANT INVESTMENT CORPORATION
CRD#: 168772 / SEC#: 801-111716
RIA
Registered Investment Advisory firm - (9/22/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (12/4/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Grandview Avenue Suite 103, Camp Hill, PA 17011
Mailing Address
Phone number
(717) 317-9006
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 689 |
| AUM (Assets Under Management) | $ 135,912,855 |
Red Flags
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Company Information
INVARIANT INVESTMENT MANAGEMENT
CRD#: 168772Hollywood, FL 33021TRUST BUT VERIFY
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