Jacob Andrew Turner

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2025-05-29

KS RA
APPROVED

Since 2025-05-29

Branch Locations

8807 Indian Hills Drive, Omaha, NE 68114 • United States

300 W. Douglas Ave. Suite 150, Wichita, KS 67202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mutual Of Omaha Investor Services	Omaha	NE	01/2016	12/2017
Mutual Of Omaha Insurance	Omaha	NE	12/2015	12/2017
Futurity First Insurance Group	Wichita	KS	02/2018	Present
Sequent Planning, Llc	Wichita	KS	05/2025	Present

01/2016 → 12/2017

Mutual Of Omaha Investor Services

Omaha, NE
12/2015 → 12/2017

Mutual Of Omaha Insurance

Omaha, NE
02/2018 → Present

Futurity First Insurance Group

Wichita, KS
05/2025 → Present

Sequent Planning, Llc

Wichita, KS

Other Businesses

1) Insurance Agent - Start Date: 12/2015 - Investment Related - Insurance lines of business: Health, Life- Hours/per week during trading hours: 40. Duties included offering insurance products and services to clients and prospects.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-24
S63	Uniform Securities Agent State Law Examination	2016-04-12

S65 Uniform Investment Adviser Law Examination

2025-04-24
S63 Uniform Securities Agent State Law Examination

2016-04-12

Other Names

Jake Andrew Turner

View on SEC IAPD