Jacob Edward Turner
Investment adviser representative at Moment Private Wealth
11 yearsExperience
2 statesRegistered in
$357.2MFirm assets
2 yearsFirm in business
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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
Experience
11 years in the industry.
- Moment Private Wealth, LLCMar 2021 to now
- Mosaic Family Wealth, LLCAug 2020 to Mar 2021
- UnemployedDec 2019 to Jul 2020
- Kia TigersNov 2018 to Nov 2019
- Detroit TigersJun 2018 to Oct 2018
- Miami MarlinsDec 2017 to Jun 2018
- Washington NationalsDec 2016 to Oct 2017
- Chicago White SoxOct 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Moment Private Wealth
Legal name: Moment Private Wealth, LLC
$357.2MAssets managed
105Clients
6Advisers
2 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
- 7286504
- Firm CRD
- 313223