Jackson N Turner

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 01/2021
  Scottrade
  Knoxville, TN
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Knoxville, TN
• 02/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2021 → 10/2025
  Edward Jones
  St. Louis, MO
• 10/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-01-22 → 2025-10-13
  Edward Jones
  Maryville, TN
  Alcoa, TN
  Alcoa, TN
  Maryville, TN
• 2018-03-05 → 2021-01-11
  Td Ameritrade, Inc.
  Knoxville, TN
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Knoxville, TN
• 2017-03-17 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2007-01-19 → 2007-05-02
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
• 2006-05-03 → 2007-01-04
  Citigroup Global Markets Inc.
  Bethesda, MD
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2017-03-15
• S63 Uniform Securities Agent State Law Examination
  2014-07-29

Other Names

• Jackson Norris Turner