In the News
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Articles
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3.16.2010: Michael Isaac, chief compliance officer, interviewed for USA Today article "More employers use tech to track workers"
2.22.2010: Clint Gharib interviewed for Savingforcollege.com article: Key questions for your 529 plan adviser
2.1.2010: Clint Gharib interviewed for WSJ article: 401(k)s for Solo Businesses
12.9.2009: Clint Gharib interviewed for WSJ article: Adviser Throws Lifeline to an Out-of-Work Client
10.2009: The October issue of Transitions Magazine features "Dig a little deeper: Why what you don't ask when changing firms may be even more important than what you do ask." The article was authored by Heidi Wheatley, director of marketing, with input from Al Pierantozzi, national sales manager, and explores the importance of working with an independent broker/dealer that is run by experienced financial professionals. Read article >>
09.2009: The Agents Sales Journal, a national publication serving independent insurance agents, interviewed Marvin Ehrlich, CLTC and first vice president for Capital Wealth Advisors for the article “LTCI Sales Tumble Amid Recession, Reform Woes”. Capital Wealth Advisors is an independent J.P. Turner branch located in Marlton, N.J. The article addresses selling trends and challenges, provides insight into why people buy long term care insurance and how to cultivate business leads. Read the article >>
08.28.09: Bill Mello, president and co-founder of J.P. Turner, was recently interviewed for Battlefield to Business, a show devoted to promoting understanding how military principles can be applied to private business. Bill, a Vietnam-era Marine, recounts life lessons learned during boot camp as a young recruit. His drill sergeant instilled an ethic of being the best and giving his all – regardless of the task – and pressing through adversity by taking motivation from the perseverance of his fellow leathernecks. Finally, he discusses why he looks favorably upon potential employees who have military experience. Listen now>>
08.28.09: Dean Vernoia, chief operating officer, provided insight for the article "Best Medicine" that appeared in the Atlanta Business Chronicle.
08.04.09: Dean Vernoia, chief operating officer, was interviewed by Registered Rep Magazine for the article "The Move to Branch Management: Could it be for you?"
07.23.09: Clint Gharib was interviewed by the Dow Jones Newswire for the article “Practice Management: Using 529s for Estate Planning.”
07.2009: The July issue of Transitions Magazine includes the article Changing Firms as a “Hybrid” Rep written by Heidi Wheatley, director of marketing. In the article Al Pierantozzi, national sales manager, and Rod Kresge, chief compliance officer for J.P. Turner & Company Capital Management, LLC provide helpful information for reps who are advisors and brokers – “hybrids” -- considering a move to a new firm.
06.2009:The Atlanta Business Chronicle has named J.P. Turner & Company, LLC one of Atlanta’s Top 10 Brokerage Firms. The survey, which ranked firms by the number of brokers in Atlanta, was released on June 26 and positions J.P. Turner alongside industry leaders like Morgan Stanley Smith Barney, UBS Financial Services, Edward Jones and Raymond James Financial.
06.2009: The June Issue of Transitions Magazine includes “Is it Time to Break Away?” an article written by Heidi Wheatley, director of marketing, that discusses the benefits of going independent or moving from one independent firm to another. Read article >>
06.29.2009: Michael Isaac, chief compliance officer, interviewed for the article "Lax compliance can be costly, warn experts" for Investment News.
06.11.09: Clint Gharib, director of insurance and managed products, interviewed for "Tips for Choosing a Financial Planner."
06.01.09: J.P. Turner CEO Tim McAfee "Optimistic About the Future" Read Article >>
05.2009: Frank Fernandez, manager of equity trading, was interviewed by Better Investing for "Beware Delisting, Reverse Splits."
05.15.09: Scott Holcomb, general counsel for J.P. Turner, was recently interviewed for Battlefield to Business, a show devoted to promoting understanding how military principles can be applied to private business. Scott began his legal career in 1998 with the U.S. Army Judge Advocate General’s Corps, serving six years as Captain before entering the private sector. Scott discusses integrity, leadership and how his commanders reacted to a CNN report that he had authorized carrying weapons into the demilitarized zone on Iraq’s border. Listen now >>
04.15.09: Clint Gharib was interviewed by Maria O'Brien of mint.com for their article "How to Invest for Less."
04.08.09: J.P. Turner CEO Tim McAfee was part of a roundtable discussion "Business Challenges: Insurmountable or Painless?" for Transitions Magazine. McAfee, along with senior executives from Sigma Financial Corp., Commonwealth Financial Network and Cutter & Company, was asked to address the current challenges and rewards of going/being independent.
10.2008: Patrick Power, managing director of Investment Banking featured in Dealmaker Magazine
9.29.08: Scott Holcomb Named Top 40 Under 40 UConn Alumnus: Forty outstanding alumni, all under the age of 40, were recognized by the University during the weekend of Sept. 19-20. The 40 alumni will be featured in the fall/winter edition of UConn Magazine, and were recognized during a halftime ceremony at the UConn-Baylor football game on Sept. 19. M. Scott Holcomb, 35 (’94 B.A. in political science), Atlanta: general counsel, J.P. Turner & Co. LLC and former chief of international and operations law, U.S. Army Judge Advocate General Corps in Kuwait. 
July/August 2008: Conversations with the Corner Office / Practical Compliance & Risk Management for the Securities Industry: In order to obtain a view on how one firm has managed regulatory change and set the tone, Ann Oglanian, CEO of ReGroup, LLC, interviewed Tim McAfee, CEO of J.P. Turner & Company, LLC.
Media Releases
06.01.2010: Marvin A. Ehrlich, J.P. Turner, Awarded the 2010 Long-Term Care Insurance Sales Achievement Award
01.27.10: J.P. Turner Welcomes National Director of Training and Development
10.30.09: Three J.P. Turner Atlanta Advisors Named Five Star Wealth Managers for 2009
09.08.09: J.P. Turner's Investment Banking Division Raises $12.3 for Recent Offering
08.03.09: J.P. Turner Announces New Municipal Underwriting
05.07.09: J.P. Turner Announces Scott Holcomb Selected as a Manfred Wörner Fellow
04.27.09: Joe Walker Joins J.P. Turner's Investment Banking Division
04.06.09: Patrick Power Appointed to National Investment Banking Association's Board of Directors
03.02.09: J.P. Turner Voted One of the Best Places to Work for 2009: J.P. Turner & Company, LLC was voted one of the top 100 best places to work in the global financial markets for 2009, according to a poll conducted by Here is the City, London’s fastest growing financial website. J.P. Turner placed 39th –higher than AIG, Wells Fargo, Wachovia, Deutsche Bank, US Bancorp and Edward Jones, to name just a few.
2.10.09: NSCP Announces Southern Regional Membership Meeting Faculty: The National Society of Compliance Professionals is pleased to announce that at its Southern Regional Meeting, Michael Isaac, chief compliance officer of J.P. Turner & Company, L.L.C. will be moderating a workshop panel on “BD – Supervisory Responsibilities.” This workshop will discuss the delegation of supervisory duties, supervision of branch offices and producing managers, supervisory red flag review: follow up and documentation, and supervisory controls and certification. Mr. Isaac will be joined by panel member Scott N. Sherman of Alston and Bird, LLP.
12.30.08: J.P. Turner Raises More Than $10,000 for Atlanta Charity The Empty Stocking Fund: The state of the current economy is challenging. The country is in a recession and the unemployment rate continues to rise. For J.P. Turner & Company, LLC owners Tim McAfee and Bill Mello, this was all the more reason to give this past holiday season.
9.24.08: 529 Savings Plans — Not Just for College Savings Anymore: 529 college savings plans were designed to confer tax-advantages when saving for college tuition but, according to Clint Gharib, director of managed products and insurance for J.P. Turner & Company, LLC, tax-advantaged college savings often are just the first of a several potential uses.
5.2.08: J.P. Turner & Company's Scott Holcomb Selected to Attend Prestigious Bucerius Summer School: J.P. Turner & Company proudly announces that Scott Holcomb, general counsel for the firm, was selected to attend the prestigious Bucerius Summer School on Global Governance in Hamburg, Germany. Holcomb was one of some 250 applicants from 56 countries chosen for the 60 available spots.
