Jeffrey Turner

ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY

Anchorage, AK

Some features on this profile are disabled

CRD#: 7247395

Professional summary

Jeffrey Turner is a registered financial advisor currently at ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY located in Anchorage, Alaska.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Course Marshal (2016 to present, Moose Run Golf Course, not investment related)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey 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

June 11, 2020 - Present

ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY

Office #2: 2440 Western Ave. Unit 414, Seattle, WA 98121

RIA

CRD#: 308409

Anchorage, AK

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

Alaska
(6/11/2020)

IAR

Washington
(8/28/2025)

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 65

Date: 2/15/2020

Uniform Investment Adviser Law Examination

Current Firm

ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY

CRD#: 308409 / SEC#:

Alaska

Registered Investment Advisory firm - (6/11/2020 Approved)

Washington

Registered Investment Advisory firm - (8/28/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Anchorage, AK

Mailing Address

Phone number

(907) 223-5350

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 7,312,305

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/2020

Current Firm

ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY

TRUST BUT VERIFY

Similar Advisors