Joseph L Turner

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Mary, FL
• 11/2025 → Present
  Bank Of America, N.A.
  Lake Mary, FL

Other Businesses

I*921268 For profit or not for profit: Name of outside business organization: Reformation Orthodox Presbyterian Church Investment related: N Address of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , My role would be to help the church keep track of tithes and offerings as well as helping them keep track of their budget. This role is administrative in nature as I won't have any decision making authority in any of the areas and would not have access to direct funds.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-16
• S63 Uniform Securities Agent State Law Examination
  2008-04-10

Other Names

• Joseph L Turner
• Luke Turner
• Joseph Lucas Turner