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Matthew Jess Turner

Strategic Advisers LLC

Covington, KY

Cold Spring, KY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-28
KY RA APPROVED 2025-04-07
TX RA APPROVED 2025-04-07
  • OH RA
    APPROVED
    Since 2026-08-28
  • KY RA
    APPROVED
    Since 2025-04-07
  • TX RA
    APPROVED
    Since 2025-04-07

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cold Spring, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington KY 04/2023 Present
Fedex Ground Lexington KY 08/2022 03/2023
Unemployed Versailles KY 12/2021 08/2022
Whitaker Bank Frankfort KY 06/2021 12/2021
Sherwin-Williams Frankfort KY 07/2016 04/2021
Eckert's Boyd Orchards Versailles KY 09/2015 09/2016
  • 04/2023 → Present
    Fidelity Investments
    Covington, KY
  • 08/2022 → 03/2023
    Fedex Ground
    Lexington, KY
  • 12/2021 → 08/2022
    Unemployed
    Versailles, KY
  • 06/2021 → 12/2021
    Whitaker Bank
    Frankfort, KY
  • 07/2016 → 04/2021
    Sherwin-Williams
    Frankfort, KY
  • 09/2015 → 09/2016
    Eckert's Boyd Orchards
    Versailles, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-04
S63 Uniform Securities Agent State Law Examination 2023-08-23
  • S66 Uniform Combined State Law Examination
    2025-04-04
  • S63 Uniform Securities Agent State Law Examination
    2023-08-23
Other Names
  • Matthew Turner

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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