Joshua Lewis Turner

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 01/2025 → Present
  Cerity Partners Llc
  New York, NY
• 06/2024 → 01/2025
  Unemployed
  Louisville, KY
• 10/2023 → 05/2024
  Thoroughbred Financial
  Lexington, KY
• 05/2023 → 07/2023
  Cerity Partners Llc
  New York, NY
• 05/2022 → 01/2023
  First Southern National Bank
  Stanford, KY
• 08/2020 → 08/2024
  Full-Time Education
  Richmond, KY
• 07/2015 → 08/2020
  Full-Time Education
  Liberty, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-08