John Michael Turner

Current Employers

Employment History

• 06/2004 → 09/2025
  Avanatax Investment Services, Inc.
  Deer Park, TX
• 12/2006 → 09/2025
  Avantax Advisory Services
  Deer Park, TX
• 12/2013 → 09/2025
  Avantax Insuracne Agency, Llc
  Deer Park, TX
• 08/2007 → 01/2026
  Turner Wealth Management, Inc.
  Lakeway, TX
• 01/2023 → Present
  Stream Wealth Partners, Llc
  Lakeway, TX
• 12/2023 → Present
  Atj Real Estate, Llc
  Lakeway, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Houston, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2019 → Present
  Turner Wealth Management
  Houston, TX

Previous Registrations

• 2006-12-05 → 2025-09-05
  Avantax Advisory Services
  Lakeway, TX
  Deer Park, TX
  Houston, TX
  Lakeway, TX

Other Businesses

1) Sweet Success ATX~10815 Ranch Rd 2222, Bldg 3B Ste.100 #106~Austin~TX~78730~Board Position/Officer~Other~11/15/2018~5hrs~4hrs~Serve on the board of directors to help manage the non-profit's strategy and goals 2) SWEET SUCCESS ATX POSITION: Chairman NATURE: Board Position/Officer INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 11/15/2018 2900 North Quinlan Park, STE B240 PMB 244, Austin TX 78732, Serve on the board of directors to help manage the non-profit's strategy and goals. 3) ATJ REAL ESTATE, LLC POSITION: Member NATURE: Purchasing a commercial property where my firm will rent most of the building. About 15% of the building will be available for another tenant. That space will be separate with it's own entrance. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2023 ADDRESS: 103 RR 620 S, Lakeway TX 78734, United States DESCRIPTION: My duties will be minimal property management activities. My wife, Adrianna Turner, will be co-owner of LLC and handle most property management duties. 4) STREAM WEALTH PARTNERS, LLC POSITION: Owner NATURE: This is the business name/entity that our group of advisors will market ourselves as. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2023 ADDRESS: 103 RR 620 S, Lakeway TX 78734, United States DESCRIPTION: Help create the vision, culture, and processes for a team of advisors to work together under. 5) NAME OF OTHER BUSINESS: TURNER WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-24
• S63 Uniform Securities Agent State Law Examination
  2004-08-12

Designations