Advisory Services
J.P. Turner financial advisors work with their clients to identify investment goals, objectives and risk tolerance in order to create an initial portfolio allocation designed to complement their financial situation and personal circumstances. Portfolios may consist of exchange-traded index funds, mutual funds, equities, bonds and other investment selections your advisor recommends.
Our financial advisors create portfolios based on information you share with them regarding your short-term needs and long-term goals. You have the option of providing discretionary or non-discretionary approval to your advisor.
- Non-discretionary approval: Your advisor will recommend the purchase or sale of securities and you must review and approve these recommendations before the advisor is able to make any purchase or sale.
- Discretionary approval: You may choose to grant your advisor discretionary approval which means they do not need your advanced approval to purchase or sell securities on your behalf.
Your advisor may periodically rebalance your account to maintain the initially agreed upon strategic and tactical asset allocation. However, no changes are made to the agreed-upon asset allocation in non-discretionary accounts without your review and consent.
Explore our Investment
Selection 
Our financial advisors have access to a vast array of non-proprietary investment products.