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Jacob Andrew Turner

Sequent Planning, LLC

Omaha, NE

Wichita, KS

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
    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
CodeExamDate
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

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