Jerry William Turner

Current Employers

Employment History

• 03/2016 → Present
  Raymond James Financial Services, Inc.
  Boulder, CO
• 10/2015 → 04/2018
  Boulder Valley Public Schools
  Boulder, CO
• 03/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Boulder, CO
• 01/2019 → Present
  Mainstay Advisors Land Holding, Llc
  Boulder, CO
• 03/2016 → Present
  Mainstay Advisors, Llc
  Boulder, CO
• 09/2021 → Present
  Mainstay Advisors Exit Planning
  Boulder, CO

Previous Registrations

• 2007-07-03 → 2016-03-02
  Edward Jones
  Louisville, CO

Other Businesses

(1)Name of Business: MainStay Advisors, LLC Address: 5305 Spine Road Suite C, Boulder, CO, 80301, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor and Owner (2)Name of Business: MainStay Advisors Exit Planning Address: 5305 Spine Road Suite C, Boulder, CO, 80301, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: A flat fee for a 5 Step Process for each client:Design a personal, financial and business needs plan to help the business owner plan properly before selling / exiting their business. We are not giving legal, tax, or investment banking services. (3)Name of Business: MainStay Advisors Land Holding, LLC Address: 5305 Spine Road Suite C, Boulder, CO, 80301, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is an LLC set up to own the new office suite we just moved into. MainStay Advisors LLC (Our DBA Name) pays rent to this holding company. We also have a renter in a separate office space that pays rent to us as well (4)Name of Business: Quist Insights Address: 5305 Spine Road Suite C, Boulder, CO, 80301, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 07/19/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I am using this tool as a valuation assessment for exit planning for my DBA MainStay Advisors. Michael Arriaga has asked me to enter this to track Quist separately (5)Name of Business: Tiger Trout, LLC Address: 5305 Spine Road, Boulder, CO, 80301, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: It is a potential rental real estate investment property

Exams

• S66 Uniform Combined State Law Examination
  2007-06-28
• S63 Uniform Securities Agent State Law Examination
  2003-11-14

Other Names

• Jay William Turner
• Jerry W Turner