Charlotte Turner

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2022 → 05/2026
  Colby College
  Waterville, ME
• 06/2025 → 08/2025
  Bank Of America/Merrill Lynch
  New York, NY
• 06/2024 → 08/2024
  Breitling
  Wilton, CT
• 06/2022 → 08/2023
  Rolling Hills Country Club
  Wilton, CT
• 02/2022 → 02/2022
  Fizz Online Platform
  Waterville, ME
• 09/2019 → 01/2022
  Unemployed
  Westport, CT
• 06/2019 → 08/2019
  Longshore Golf Course
  Westport, CT
• 06/2016 → 05/2019
  Unemployed
  Westport, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-08-20

Other Names

• Charlotte Rose Turner
• Charlotte R Turner