Jay Turner,

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For two decades Jay has cultivated relationships with investors seeking personalized financial advice. He combines time-tested investment strategies, goal-focused probability analysis and differentiates by providing:

Custom-Tailored Investing: Jay selects investments with a history of consistent performance, low statistical risk and low costs, which can help mitigate underperformance and create tax efficiencies.

Proactive Communication: Jay’s clients get timely information including economic and market updates, investor behavior guidance, updates on goals and objectives and plain-speaking dialogue along the way.

Transparency and Protection: Costs are routinely shared. Raymond James Financial Services (RJFS) serves as custodian of clients’ assets providing powerful resources, technology and security.

For Business Owners: Jay has created a data-driven process integrating personal, financial and business considerations that guide an owner to a decision to either keep and grow or sell their company. He partners with RJFS’ Investment Banking services to help owners raise capital and create viable solutions for shareholders to sell and exit their business.

Jay earned a BA in management and an MBA in finance and economics from the University of Toledo. His credentials include the Accredited Asset Management Specialist™ (AAMS™) and the Certified Exit Planning Advisor^® (CEPA^®) designations. Jay has spent most of his life in Colorado. He is married to Jenae, has two children and enjoys road-trips, fishing, golf, skiing and camping.