Servies offered by JP Turner
J.P. Turner & Company Capital Management, LLC is a registered investment advisor headquartered in Atlanta, Georgia. Client goals are achieved by first understanding the two separate forms that they take: strategic and tactical. Strategic goals define the objectives that clients establish for themselves. Tactical goals are the intermediate steps that are needed to achieve those objectives.
JP Turner & Company Capital Management offers direct asset management services to its advisory clients on both a non-discretionary and discretionary basis. In a non-discretionary account, the IAR will recommend the purchase or sale of securities. Clients must review and approve these recommendations before the IAR makes any purchase or sale.
Why add a college savings program to your JP Turner portfolio? With the cost of college tuitions on the rise, planning early on college savings as a part of your JP Turner portfolio will potentially provide a growing cash pool to solve future educational financing issues.
Why consider adding Estate Planning to your JP Turner portfolio? We've all been told that if we do nothing else to take care of our legal affairs, we should write a will. That's pretty good advice. At JP Turner, we believe that you should always plan today for those things you may not expect tomorrow!
Do you know the right money management portfolio that you should be in? At JP Turner we work with hundreds of third part money management professionals dedicated to making effective decisions given their areas of expertise and given your JP Turner portfolio and overall investment goals.
Don't wait to add retirement planning products to your JP Turner portfolio. At JP Turner & Company, we offer a wide variety of retirement planning products. Please contact your JP Turner advisor for assistance in determining what products may be appropriate for your family's needs.
The 1031 Exchange is a powerful investment tool available to property owners. Exchanging gives investors the ability to move from investment to investment whether it is real estate, heavy equipment, business assets, artwork or aircraft while keeping their equity intact.
If you are a successful investment broker or financial consultant and looking to significantly improve your business, JP Turner & Company is the #1 choice for many investment professionals. The support team at JP Turner is the main reason for our tremendous success.
A Delaware statutory trust (DST) is a separate legal entity created as a trust under Delaware statutory law. In the case where a DST is used for ownership of real estate in a 1031 exchange, it is necessary to comply with the requirements of IRS Ruling 2004-86, so that beneficial interest in the trust is treated as a direct interest in real estate for income tax purposes.
The executive team for JP Turner has over 150 years of retail securities experience, and a spirit of entrepreneurship that is supportive and compatible to the needs and desires of our affiliate investment executives.