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JT

Jaron E Turley

GBG WEALTH MANAGEMENT
MESA, AZ
·CRD# 6992889·6 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jaron Ellis Turley

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

GBG WEALTH MANAGEMENT LLC·CRD# 333368
RIA
1830 S Alma School Rd Suite 116, Mesa, AZ 85210
November 25, 2024 - Present
KINGDOM FINANCIAL GROUP, LLC·CRD# 155676
RIA
Tempe, AZ
July 12, 2023 - September 23, 2024
MORGAN STANLEY·CRD# 149777
RIA
Gilbert, AZ
October 18, 2021 - July 28, 2023
MORGAN STANLEY·CRD# 149777
BD
Gilbert, AZ
October 18, 2021 - July 28, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Mesa, AZ
January 27, 2021 - July 28, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Mesa, AZ
January 20, 2021 - July 28, 2021

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Current Firm

GW
GBG WEALTH MANAGEMENT LLC

GBG WEALTH MANAGEMENT LLC

CRD#: 333368 / SEC#: 801-131408
RIA
Registered Investment Advisory firm - SEC (11/4/2024 Approved)

Contact Information

Main Address

10465 Park Meadows Dr #107, Lone Tree, CO 80124

Phone Number

(303) 708-1640

# of Employees

4

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

89

AUM (Assets Under Management)

$23,761,917

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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.
IAR
Arizona
(11/25/2024)
IAR
Texas
(3/11/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2020About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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