Independent Investment Advisers
Looking for Independent Investment Advisers?
Today's complex marketplace makes working with an experienced, objective financial advisor more important than ever. Our financial advisors and representatives stand ready, willing and able to assist you in navigating the market and outlining a personalized investment strategy designed to help you achieve your financial goals. Because we are an independent firm, our advisors and representatives have the freedom and flexibility to choose from a diverse array of product and service offerings—with no pressure to sell proprietary products—so they can make investment recommendations that are truly in your interest.
Your account is protected.
J.P. Turner & Company, LLC is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. Additional private coverage has been purchased for our customers. J.P. Turner customer accounts held through National Financial Services (NFS) are insured up to the total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Customer accounts held through Penson Financial Services are insured up to $35 million per customer. SIPC protection and the additional private coverage do not provide protection against market fluctuation and loss.
Financial Advisory Services
J.P. Turner's Investment Banking Division works with client senior management at all stages to help them chart new courses and expedite corporate development. We help develop traditional and electronic road show contents to help each company earn new position in the marketplace as well as serving as a conduit to an industry specialist whose sole focus is identifying and reporting online conjecture and activity about client companies.
When engaged to provide financing and advisory services, as required, J.P. Turner immediately enforces complete transaction security. By speaking in strict confidentiality, we better help our clients leverage their business structures and optimize their efforts to increase shareholder value.
Our Investment Banking Division offers clients various financial advisory services, including:
- Valuations and Appraisals: Analysis of tax situation, assets and liabilities, employee stock ownership plans, distribution requirement of private foundations and other needs.
- Financing Facilities: Examination of the financing alternatives available given existing and expected markets.
- Dividend Policy Creation: Strategies for establishing or changing dividend policies.
- Business and Financial Planning: Advice and analysis of financing opportunities and business strategies to achieve optimum corporate value.
- Stock Buybacks Consultation: Assistance in determining the benefits, depth and timing of stock repurchases in response to market opportunities.
- Exchange Advisor: Information regarding the merits of various exchanges.
Every opportunity to attract new business is valuable and welcome. Please contact our Investment Banking Division at 404-479-8147.
About J.P. Turner
More than a decade has passed since Bill Mello and Tim McAfee founded J.P. Turner & Company, LLC and many things have changed. Our company has moved from being a traditional brokerage firm to a full-service investment banking, advisory services and brokerage firm, with advisory services available through J.P. Turner & Company Capital Management, LLC. Tim and Bill continue to infuse their family-first values through each member of the J.P. Turner team. Named for their sons, Jody Patrick Mello and Turner McAfee, J.P. Turner remains focused on its greatest resource—its people. Because Bill, Tim and each member of our executive team have managed portfolios, the one thing that will not change is our dedication and focus on enhancing the support and solutions available to our independent representatives.
J.P. Turner & Company, LLC is a member of SIPC, the Financial Services Institute and the National Investment Banking Association. Headquartered in Atlanta, we have more than 200 offices nationwide and have been named one of the nation's fastest growing independent broker/dealers by Investment News for five years running.
