Matthew Aaron Turner

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2013 → 02/2021
  Bb&T Securities, Llc
  Ponte Vedra Beach, FL
• 02/2021 → 05/2024
  Truist Investment Services, Inc.
  Ponte Vedra Beach, FL
• 02/2021 → 05/2024
  Truist Advisory Services, Inc.
  Ponte Vedra Beach, FL
• 05/2024 → Present
  Pinnacle Bank/Pinnacle Financial Partners
  Ponte Vedra Beach, FL
• 05/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Ponte Vedra Beach, FL
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Ponte Vedra Beach, FL

Previous Registrations

• 2021-02-17 → 2024-05-24
  Truist Advisory Services, Inc.
  Ponte Vedra Beach, FL
• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Ponte Vedra Beach, FL
  Richmond, VA
• 2012-12-17 → 2013-01-02
  Scott & Stringfellow, Llc
  Ponte Vedra Beach, FL
• 2007-03-30 → 2012-12-13
  Wells Fargo Clearing Services, Llc
  Ponte Vedra, FL
  Ponte Vedra Beach, FL
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Jacksonville, FL

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: The Horizon Group Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Tres Torros Address: 862 Lawhon Dr, St Johns, FL, 32259, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/29/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/3 shareholder (4)Name of Business: Turner Enterprises, LLC Address: 862 Lawhon Dr, St Johns, FL, 32259, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/30/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for passive investments (5)Name of Business: Turner Sivley LLC Address: 862 Lawhon Dr, St johns, FL, 32259, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The LLC is partial owner in passive income investments

Exams

• S66 Uniform Combined State Law Examination
  2007-03-28

Designations

• Certified Financial Planner

Other Names

• Matthew Turner