JP Turner & Company
J.P. Turner & Company was an independent broker-dealer founded in 1997 by investment professionals Tim McAfee and Bill Mello. Headquarters: Atlanta, GA Parent organization: Aretec Group, Inc. Subsidiary: J.P Turner & Co., Asset Management Arm
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JP Turner & Company Employees
National Planning Corporation (NPC) September 2011 - Present
WSI, Inc. October 1994 - Present
WSA Pension Services, Inc. October 1994 - January 2014
J.P. Turner & Company March 2010 - September 2011
Intervest International Equities Coporation November 1997 - October 2005
Skills
Pensions, Retirement, 401k, Defined Benefit, Employee Benefits, ERISA, Profit Sharing, Asset Management, Group Benefits, Succession Planning, Business Planning, Wealth Management, Retirement Planning, Investments, Fixed Annuities, Insurance, Asset Managment, Financial Services, Mutual Funds
Education
The Center for Fiduciary Studies 2012 — 2013
Accredited Investment Fiduciary, Finance and Financial Management Services
Institute for Employee Benefits Training - Philadelphia, PA 1988 — 1989
Certificate, ERISA Law
Ball State University - College of Business 1983 — 1986
BS, Major/Minor - Finance/Economics
Los Angeles Lakers November 2014 - Present
Legends June 2014 - Present
The Law Offices of Renuka V. Jain September 2013 - March 2014
Wells Fargo February 2013 - September 2013
Phyllis Klein & Associates January 2013 - March 2013
J.P. Turner & Company January 2012 - June 2012
Drawer Box Specialties August 2011 - December 2011
Skills
Facebook, Social Media, Public Relations, Social Media Marketing, Social Networking, Press Releases, Event Planning, Blogging, Public Speaking, Research, Editing, Non-profits, Media Relations, Microsoft Office, Management, Leadership, CRM, Marketing, Customer Service
Education
California State University-Fullerton 2008 — 2012
Bachelors of Arts, Communications; Public Relations
Ruffalo Noel Levitz July 2015 - Present
JP Turner & Company June 2015 - July 2015
Wells Fargo June 2014 - June 2015
Skills
Microsoft Office, PowerPoint, Social Media, Photoshop, Customer Service, Microsoft Excel, Public Speaking, Event Planning, Teamwork, Social Networking, Photography, Public Relations, Spanish, Teaching, Tutoring, Facebook, Time Management
Education
The University of Georgia 2015 — 2016
Bachelor of Business Administration (BBA), Finance, General
Georgia State University 2012 — 2014
JP Turner & Company March 2015 - Present
Georgia State University October 2013 - May 2015
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Team Leadership, Marketing, Public Relations, Event Management, Facebook, Social Media, Event Planning, Public Speaking, Financial Analysis, Leadership, Research, Time Management, Analysis
Education
Georgia State University 2011 — 2015
Bachelor's Degree, Finance, Magna Cum Laude
Peachtree Ridge High School 2009 — 2011
High School
Centaurus Financial, Inc.® May 2015 - Present
JP Turner & Company February 2015 - May 2015
Skills
Finance, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Social Media, Research
Education
University of South Carolina-Columbia 2012 — 2016
The AroundCampus Group April 2015 - Present
Alpha Sigma Phi November 2014 - Present
Alpharetta high school 2010 - Present
Moreforlessonline.com May 2014 - August 2014
Alpha Sigma Phi December 2013 - May 2014
JP Turner & Company May 2013 - August 2013
AMC Theatres 2012 - 2013
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Research, PowerPoint, Social Media, Customer Service, Leadership, Teamwork
Education
Auburn University 2013 — 2017
Marketing
Alpharetta High School
Invest Financial Corporation October 2011 - Present
Reliance Securities June 2008 - October 2011
Raymond James Financial, Inc. September 2004 - June 2008
SunTrust Securities March 2000 - September 2004
JP Turner & Company June 1999 - March 2000
Skills
Wealth Management, Retirement Planning, Income Planning, Life Insurance, Long Term Care Insurance, Certified Financial..., Chartered Financial..., Series 24, Series 7, Series 63, Estate Planning
Education
Pennsylvania State University 1995 — 1999
Accounting, Finance
Centaurus Financial, Inc.® May 2015 - Present
JP Turner & Company January 2015 - May 2015
Dodie Academic Enrichment Center August 2013 - December 2014
Kappa Sigma Fraternity August 2013 - December 2013
Kappa Sigma Fraternity January 2012 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Social Networking, Teamwork, Leadership, Time Management, Social Media, Research, Marketing, Sales
Education
University of South Carolina-Columbia 2011 — 2015
Graphik Dimensions Ltd. May 2013 - July 2015
JP Turner & Company June 2015 - June 2015
Graphik Dimensions Ltd. May 2013 - June 2013
WILCOHESS LLC 2010 - 2012
The Pantry May 2008 - February 2010
Olympic-Products,LLC. 2006 - 2008
Vitafoam,Inc. 2002 - 2006
Skills
Management, Leadership, Process Improvement, Analysis, Project Management, Customer Service, Strategy, Sales, Data Analysis, Business Economics, SAS E-Miner, Statistics, Financial Analysis, Financial Modeling, Financial Forecasting, Business Strategy, Quality Assurance, Manufacturing
Education
The George Washington University - School of Business 2015 — 2017
Master’s Degree
Elon University - Martha and Spencer Love School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro 2012 — 2013
Post Master Certificate
Private Investor 2006 - Present
New York Life Insurance Company April 2011 - October 2011
High Point Financial Group April 2011 - October 2011
Ascendant Partners 2005 - 2009
Great-West Life and Annuity Insurance Company 2004 - 2004
J.P. Turner & Company 2003 - 2003
Skills
Investments, Insurance, Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Security Analysis, Cash Flow Forecasting, Securities, Cash Flow, Forecasting, Options, Valuation, Asset Management, Equity Research, Due Diligence, Equities, Risk Management, Financial Markets, DCF, Investment Banking
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA, Finance
University of Arizona 1993 — 1997
Bachelor of Science (B.S.), Exercise Physiology
Garden State Securities March 2013 - Present
Fidelity Investments June 2008 - October 2012
AXA Advisors LLC July 2006 - March 2008
Dominick & Dominick LLC October 2005 - July 2006
J.P. Turner & Company May 2004 - October 2005
Skills
Series 7, Series 63, Series 66, Life Insurance, Health Insurance, Wealth Management, Investments, Retirement Planning, Equities, Fixed Annuities, Strategic Financial..., Finance, Asset Management, Mutual Funds, ETFs, Financial Planning, Financial Services, Uniform Combined State..., Portfolio Management, Insurance, Fixed Income, Securities
Education
Saint Peter's College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Saint Peter's University 2000 — 2004
Business Administration and Management, General
JP Turner & Company April 2015 - Present
Randstad US 2009 - Present
S.E.A. Creative December 2009 - Present
Tyler & Company January 2014 - August 2014
Tyler & Company January 2012 - December 2013
Law Office of Georgia Murray-Bonton, P.C. June 2011 - June 2012
firstPRO 2008 - 2009
Matlock Advertising & PR 2004 - 2007
Window Media dba The Houston Voice 2002 - 2003
Randstad 1999 - 2003
Skills
Office Management, Executive Search, Database Admin, Recruiting, Human Resources, Talent Acquisition, Social Media, Applicant Tracking..., Technical Recruiting, Customer Service, Administrative..., Event Planning, Research, Onboarding, Microsoft Office, Account Management, Management, Marketing, Administrative...
Education
University of Phoenix 2010 — 2012
BS, Psychology
American InterContinental University 1998 — 2000
International Business
Main Street Hub April 2014 - Present
Main Street Hub August 2013 - April 2014
Route72.com 2009 - 2013
JP Turner & Company 2004 - 2009
Arjent Limited /S.W Bach & Company 2002 - 2004
Skills
Marketing, Sales, Lead Generation, Online Marketing, Social Media Marketing, Social Media, Email Marketing, Sales Management
Education
Suffolk University
Business Administration
Coldwell Banker March 2014 - Present
One Source Construction Services 1990 - Present
JP Turner & Company 1992 - 1996
United States Army Reserve 1986 - 1992
Gruntal & Co. 1988 - 1991
Oppenheimer & Co. Inc. 1986 - 1988
Skills
Investment Properties, Real Estate Transactions, Residential Homes, Sellers, Property Management, Investors, Sales, Commercial Real Estate, First Time Home Buyers, Condos, Real Estate Development, Negotiation, Relocation, Buyer Representation, Single Family Homes, Short Sales, Brokerage, Real Estate, Luxury, Foreclosures, Marketing, New Home Sales, Customer Service, Contract Negotiation, Strategic Planning, REO, Investments, Management
Education
Institute of Design and Construction 1987 — 1989
Associate's degree, Architectural and Building Sciences/Technology
National Business Capital January 2015 - Present
Hands on Capital March 2013 - December 2014
ISAAC Charts April 2012 - February 2013
The Compliancy Group May 2012 - January 2013
JP Turner & Company November 2007 - December 2009
Skills
Sales, Small Business, Stock Market, Stock Trading, Marketing Strategy, Small Business Lending, Asset Based Lending, Loan Modifications, Business-to-Business..., Credit, Finance, Financial Services, Lines Of Credit, Relationship Management, Banking, Loans, Commercial Banking
Education
Stony Brook University 2004 — 2007
Bachelor's Degree, Business and Personal/Financial Services Marketing Operations
PricewaterhouseCoopers July 2015 - Present
GE Capital June 2014 - August 2014
First Citizens Bank and Trust Company, Inc. May 2013 - December 2013
JP Turner & Company February 2013 - April 2013
Skills
Financial Modeling, Accounting, Risk Management, Financial Analysis, Credit Risk, Financial Risk, Finance, SAS, R, Quantitative Research, Financial Reporting
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
SunTrust Bank April 2014 - Present
SunTrust Bank June 2012 - March 2014
J.P. Turner & Company August 2010 - June 2012
AXA Advisors March 2009 - May 2010
Merrill Lynch November 2007 - March 2009
Skills
Business Strategy, Time Management, Analytics, Process Improvement, Strong Business Acumen, Negotiation, Change Management, Leadership, Easily Adaptable, Investments, Finance, Financial Services, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Asset Allocation, Risk Management, Investment Advisory, Financial Advisory, Equities, Financial Analysis, Securities, Wealth Management, FINRA, Financial Planning, Relationship Management, Investment Management, Wealth Management..., Investment Strategies, Asset Management, Microsoft Office, Analysis
Education
The University of Georgia 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.9/4.0
Georgia Southern University 2003 — 2007
BBA, Economics with an emphasis on International Business, Minors in Spanish and Marketing, 3.8/4.0
Eagles Landing 1999 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
Asbury Automotive Group May 2015 - Present
JP Turner & Company August 2014 - May 2015
JP Turner & Company, LLC July 2014 - August 2014
JP Turner & Company, LLC June 2014 - July 2014
Soft Source, Inc April 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bilingual, Communication, Organization, Problem Solving, Finance, Time Management, Research
Education
Georgia State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Parkifi January 2015 - Present
Zayo Group January 2014 - December 2014
Zayo Group May 2013 - January 2014
JP Turner & Company September 2012 - December 2012
Skills
Marketing, Leadership, Finance, Financial Analysis, Business Development, Management, Fundraising, Sales Operations, Salesforce.com, Microsoft Excel, Data Analysis, Market Research, Sales, Analysis, PowerPoint, Strategic Partnerships, Strategy
Education
University of Colorado at Boulder 2008 — 2013
B.A. degree, B.S. degree, Business Administration; Finance, and Bachelor of Science; Economics
Universitat Autònoma de Barcelona 2011 — 2011
B.A. degree, Economics; International Marketing; International Business, Spanish
Coldwell Banker 2014 - Present
JP Turner & Company 2008 - 2011
JPMorgan Chase & Co. 2005 - 2008
Ladenburg Thalmann 2000 - 2002
Skills
Financial Planning, Capital Markets, Real Estate, Equity Trading, Real Estate Investing, Real Estate Transactions, Finance, Stock Trading, Brokerage, Stock Management, Financial Analysis, Financial Advisory, Residential Homes, Real Estate Economics, Sellers, Investment Properties, Asset Management, Management, Customer Engagement, Stock Picking, Portfolio Management, Investments
Education
Stony Brook University 2000 — 2002
Mathematics
QVC May 2015 - August 2015
JP Turner & Company January 2015 - May 2015
QVC 2015 - 2015
QVC 2015 - 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management, Junior
Avon High School
Merrill Edge February 2013 - Present
Merrill Lynch December 2010 - January 2013
Bay Ridge Federal Credit Union July 2010 - December 2010
Contour Mortgage Bank January 2010 - June 2010
JP TURNER & COMPANY April 2009 - December 2009
CIRCUIT CITY INC September 2006 - May 2008
Best Buy August 2005 - August 2006
Skills
Securities, Equities, PowerPoint, Microsoft Word, Customer Service, Bonds, Fixed Annuities, Management, Fixed Income, Research, Funding, IRAs, Microsoft Exchange, Communication Training, College Savings Plans, Finance, Financial Analysis, Microsoft Office, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Credit, Estate Planning, Financial Advisory, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Hedge Funds, Insurance, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Loans, Mutual Funds, Options, Retirement, Retirement Planning, Risk Management, Sales, Series 63, Series 7, Strategic Financial..., Strategic Planning
Education
St. Francis College 2008 — 2010
BS, Business Management
Brookdale Community College 2006 — 2008
Associates, Business Management
J.P. Turner & Company May 2010 - Present
GunnAllen Financial June 2007 - March 2010
Empire Financial May 2004 - August 2006
Skills
Series 7, Series 24, Series 65, Series 63, Investments, Securities, FINRA, Equities, Mutual Funds, Asset Management, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Planning, Financial Services, Portfolio Management, Alternative Investments
Education
University of Central Florida 2001 — 2005
Bachelor's degree, Finance, General
Fund of Hedge Funds October 2014 - Present
Bugaloo Android Photo-Sharing App September 2013 - October 2014
The Daily Dirtnap, LLC. July 2013 - May 2014
J.P. Turner & Company April 2013 - May 2013
AXA Equitable August 2012 - January 2013
South Carolina State House, House of Representatives August 2011 - December 2011
South Carolina State House, Senate January 2010 - May 2010
Skills
Java, SQL, Visual Basic, JSON, JavaScript, SQLite, MySQL, Microsoft Excel, HTML, CSS, REST, PowerPoint, Data Analysis, Microsoft Office, Financial Modeling, Spanish, Financial Analysis, Photoshop
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics, Management, Marketing
University of Alicante 2012 — 2012
International Business Studies & Spanish Language
Elite Flooring, Inc. December 2013 - Present
Taylor Commercial, Inc. November 2012 - December 2013
Sherwin Contractors, LLC. October 2009 - December 2012
J.P. Turner & Company August 2010 - July 2011
Media Eye ME/Arabia PR December 2008 - June 2009
F&B Construction, Inc. 2003 - 2008
Skills
Construction Management, Business Development, Project Management, Microsoft Excel, Proposal Writing, Six Sigma, Data Analysis, Budget P&L, Sales, MBA
Education
Georgia State University 2012 — 2013
MBA
Southern Polytechnic State University 2006 — 2008
B.S., Construction Management
Georgia State University 2003 — 2006
Business Management
Dimension Data June 2012 - Present
Transparent Technologies, Inc. March 2008 - June 2012
Tandberg Television, Part of the Ericsson Group May 2001 - December 2007
QoS Networks 2000 - 2001
NetEffect Corporation 1999 - 2000
WorldPort Communications 1998 - 1999
J.P. Turner & Company 1994 - 1998
Skills
New Business Development, Sales Management, Broadband, Telecommunications, Digital Video, Cable Television, SPIN Selling, Solution Selling, Account Management, Data Center, HFC, IP, Set Top Box, VoIP, Digital Media, Start-ups, Cisco Technologies, Operations Management, IT Management, System Architecture, Wireless, Managed Services, Security, Product Management, Business Development, Network Architecture, Networking, Network Security, Cloud Computing, Professional Services
Education
Emory University 1991 — 1993
BA, Economics
Oxford 1989 — 1991
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Strategies for Wealth January 2015 - Present
Aegis Capital November 2012 - November 2013
National Securities January 2011 - March 2012
JP Turner & Company January 2007 - January 2011
Skills
Equities, Financial Analysis, Investments, Portfolio Management, Securities, Options, Retirement Planning, Retirement, Strategic Financial..., Credit, Risk Management, Stock Market, Insurance, Wealth Management
Education
Middlesex County College 1991 — 1993
Associate's degree, Biology, General
Madison Central High School 1987 — 1991
Laura Murray Photography January 2009 - Present
The Remy Corporation 2008 - May 2011
Hitachi Consulting March 2006 - June 2008
Great-West Life & Annuity Insurance Company May 2005 - August 2005
J.P. Turner & Company December 2004 - June 2005
Skills
Management Consulting, Process Improvement
Education
Universitat d'Alacant 2005 — 2005
Spanish, business
University of Colorado Boulder 2002 — 2005
Mathematics, Economics
J.P. Turner & Company April 2011 - Present
The Caffey & Campanella Investment Group December 2009 - September 2010
Forest Laboratories August 2008 - November 2009
E*TRADE Financial February 2006 - July 2008
American Express March 1999 - August 2005
Skills
Equities, Options, Trading, Marketing, Account Management, Customer Service, Portfolio Management, Negotiation, Series 7, Team Building, Project Management, Microsoft Office, Strategic Partnerships, Commodity Markets
Education
Marquette University 1983 — 1987
Business Administration, Marketing
DENSO November 2014 - Present
DENSO November 2012 - November 2014
J.P. Turner & Company June 2011 - November 2011
Global Sourcing Solutions, Inc. May 2010 - August 2010
Crown Acquisitions, Incorporated May 2010 - August 2010
Skills
Series 7, Series 63, BPCS, AS400 Administration, Microsoft Excel, PowerPoint, Customer Service, Management, Analysis, Financial Analysis, Investments, Financial Modeling, Event Planning
Education
Boston University 2007 — 2011
Business Administration, Finance, Law, Economics
Boston University Questrom School of Business
Bachelor of Science, Business Administration; Finance and Law
J.P. Turner & Company May 2013 - Present
IBM June 2012 - August 2012
Skills
Research, Microsoft Office, SPSS, Stata
Education
Emory University 2010 — 2014
Bachelor of Arts (BA), Economics/Economics
State of South Carolina November 2012 - Present
Amazon January 2012 - September 2012
Southern Valet November 2008 - December 2011
J.P. Turner & Company April 2010 - December 2010
Publix November 2008 - February 2009
Skills
Financial Analysis, Financial Modeling, Finance, Microsoft Excel, Customer Service, Leadership, Management, Strategic Financial..., Investments, Data Analysis, Financial Services
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
Bachelor of Science, Corporate Finance, 3.415
JP Turner & Company August 2012 - December 2012
Softer Touch January 2011 - January 2012
Zaxby’s May 2007 - May 2010
Skills
Financial Advisory, Bonds, Finance
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Bachelor of Business Administration, Finance
United Technologies June 2015 - Present
The Coca-Cola Company September 2014 - April 2015
ADP December 2013 - September 2014
Delta Air Lines, Inc September 2010 - December 2013
Georgia State University August 2012 - May 2013
J.P. Turner & Company August 2012 - December 2012
SunTrust Bank March 2007 - August 2010
Skills
Process Improvement, Finance, Investments, Financial Analysis, Microsoft Excel, PowerPoint, Access, Microsoft Office, Microsoft Word, Data Analysis, Customer Service, Teamwork, Time Management, Analysis, Valuation, Portfolio Management, Management, Budgets, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
Bachelor of Business Administration, Finance
Atlanta Metropolitan College
Associate of Science, Business Administration
Self-employed January 2005 - Present
J.P. Turner & Company January 2008 - January 2011
Education
Santa Barbara City College 2005 — 2009
Social phy/liberal studies