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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2015 | Present |
| Benefits Inc | Dickson | TN | 07/2012 | Present |
| United States Air Force / Department Of Defense | Nashville | TN | 12/2019 | 12/2025 |
| Jack B. Turner And Associates, Inc. | Clarksville | TN | 03/2021 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 10/2025 | Present |
(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 16 APX NUMBER OF HOURS DURING TRADING HOURS: 16 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: BENEFITS INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: EMPLOYEE BENEFITS INSURANCE AGENCY START DATE: 7/2012 APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: AGENT - SELLING HEALTH AND LIFE INSURANCE TO INDIVIDUALS AND GROUPS ; (3) NAME OF OTHER BUSINESS: JACK B. TURNER AND ASSOCIATES, INC.; INVESTMENT RELATED: YES; ADDRESS: 201 MAIN STREET CLARKSVILLE TN 37040; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 3/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (4) NAME OF OTHER BUSINESS: JACK B. TURNER & ASSOCIATES, INC; INVESTMENT RELATED: NO; ADDRESS: 201 MAIN ST CLARKSVILLE, TN 37040; NATURE OF BUSINESS: INSURANCE; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: ACCOUNT MANAGER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: SELLING AND SERVICING INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-21 |
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