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JT

Jaron E. Turley

GBG WEALTH MANAGEMENT LLC
MESA, AZ 85210
Some features on this profile are disabled
CRD#: 6992889
JT

Professional summary


Jaron E Turley, who also goes by Jaron Ellis Turley, is a registered financial advisor currently at GBG WEALTH MANAGEMENT LLC located in Mesa, Arizona.

Jaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jaron has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jaron Ellis Turley

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jaron E Turley's CRS (Customer Relationship Summary).
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

November 25, 2024 - Present

GBG WEALTH MANAGEMENT LLC

Office #1: 1830 S Alma School Rd Suite 116, Mesa, AZ 85210
RIA
CRD#: 333368
MESA, AZ
Past

July 12, 2023 - September 23, 2024

KINGDOM FINANCIAL GROUP, LLC

RIA
CRD#: 155676
Tempe, AZ
Past

October 18, 2021 - July 28, 2023

MORGAN STANLEY

RIA
CRD#: 149777
GILBERT, AZ
Past

October 18, 2021 - July 28, 2023

MORGAN STANLEY

BD
CRD#: 149777
GILBERT, AZ
Past

January 27, 2021 - July 28, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Mesa, AZ
Past

January 20, 2021 - July 28, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MESA, AZ

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".
GW
GBG WEALTH MANAGEMENT LLC
GBG WEALTH MANAGEMENT LLC

CRD#: 333368 / SEC#: 801-131408

RIA
Registered Investment Advisory firm - (11/4/2024 Approved)

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
Arizona
(11/25/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/20/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/19/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


GW
GBG WEALTH MANAGEMENT LLC
GBG WEALTH MANAGEMENT LLC

CRD#: 333368 / SEC#: 801-131408

RIA
Registered Investment Advisory firm - (11/4/2024 Approved)
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Contact information


Main Address
10465 Park Meadows Dr #107, Lone Tree, CO 80124
Mailing Address
Phone number
(303) 708-1640
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/22/2025)
0

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.

Company Information


GBG WEALTH MANAGEMENT LLC

CRD#: 333368Mesa, AZ 85210

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