Colton Joseph Turner
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2025 to now
- Bank of ColoradoJan 2025 to now
- Bank of Colorado Investment ServicesJan 2025 to now
- Raymond James Financial Services, Inc.Jan 2025 to now
- Mercer Global Advisors Inc.Nov 2024 to Jan 2025
- Chapel & CollinsMar 2021 to Nov 2024
- Raymond James Financial Services Advisors, Inc.Mar 2021 to Oct 2024
- Raymond James Financial Services, Inc.Mar 2021 to Oct 2024
- Blue Federal Credit UnionJan 2020 to Feb 2021
- Cuso Financial Services, L.P.Jan 2020 to Feb 2021
- Martin Wealth Management, LLCJul 2019 to Jan 2020
- AXA Advisors, LLCDec 2018 to Jun 2019
- UnemployedSep 2018 to Dec 2018
- AXA Advisors, LLCAug 2018 to Aug 2018
- The Point Apartment ComplexJun 2017 to Aug 2017
- University of WyomingMay 2014 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6975645
- Firm CRD
- 149018