Jaron E Turley
Investment adviser representative at Gbg Wealth Management LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$23.8MFirm 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 assetsFixed or flat fee
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
10 years in the industry.
- Gbg Wealth Management, LLCSep 2024 to now
- Fullerton Financial PlanningJul 2023 to Sep 2024
- Morgan StanleyOct 2021 to Jul 2023
- Raymond James Financial Services Advisors, Inc.Jan 2021 to Jul 2021
- Raymond James Financial Services, Inc.Jul 2018 to Jul 2021
- Robert HalfAug 2017 to May 2018
- Real Property Management East ValleyNov 2016 to May 2017
- Daicel Safety Systems America AzJul 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Gbg Wealth Management LLC
$23.8MAssets managed
31Clients
4Advisers
1 yearIn 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
- 6992889
- Firm CRD
- 333368