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J.P. Turner Broker/ Broker/ Broker/
& Company Dealer 1 Dealer 2 Dealer 3

Your life. Your business. Your way.

Founded by independent financial representatives
Broker-friendly
Mid-tier boutique style firm
Staunchly independent
Low cost structure and minimal monthly fees
Better than a 7:1 representative-to-home office ratio
Flat organizational structure provides direct access to owners
and senior managers

Awards and Accomplishments

Top 50 Independent Broker Dealers (Investment News)
Top 50 Independent Broker Dealers
(Financial Advisor Magazine)
Top 10 Brokerage Firms in Atlanta (Atlanta Business Chronicle)
Best Places to Work in Georgia (Georgia Trend Magazine)
Fastest Growing Independent Broker/Dealers (Investment News)

Products and Investment Services

Brokerage Services
Equities
Dedicated Equities Trading Desk
Bonds
Dedicated Fixed Income Trading Desk/Fixed Income Specialists
Access to over 100+ Insurance Carriers
Insurance Department
Access to over 23,000 mutual funds
Managed Futures Funds
UITs

J.P. TURNER & COMPANY, LLC (Member SIPC)

One Buckhead Plaza 3060 Peachtree Road NW 11th Floor Atlanta, GA 30305 404.479.8300 www.joinjpturner.com
For Broker-Dealer use only. J.P. Turner & Company, LLC is affiliated with J.P. Turner & Company Capital Management, LLC.
J.P. Turner & Company is not affiliated with Eqis Capital, FolioFn Investments, Envestnet Asset Management, Genworth Wealth Management, SunGard
Wealthstation, Market 76, eMoney Advisor, Fusion Advisor Wealth Portal, LaserApp, Socialware, Marketing Library or Bond Trader Platform.
JPT010913-078
 Phoenix Comparison Grid

Other Other Other

J.P. Turner Broker/ Broker/ Broker/
& Company Dealer 1 Dealer 2 Dealer 3
ETFs
CDs
Variable Annuities
Annuity Intel Report: Variable Annuity Comparison Tool
(Complimentary)
Illustrations and proposals for Variable Annuities and Mutual Funds
(Complimentary)
Equity Indexed Annuities
Alternative Investments
Real Estate Practice Area
Energy: Oil/Gas Practice Area
Equipment Finance Funds Practice Area
Investment Banking Division
J.P. Turner & Company Capital Management, LLC
(A registered investment advisor)
Fee-Based Advisory Programs:
Separately Managed Accounts
Mutual Fund Wrap Programs
ETF Wrap Programs
Unified Managed Accounts
Advisor Managed Accounts
Financial Planning:
College Planning
Estate Planning
Retirement Planning
Asset Protection
Tax Planning
Business Succession
Charitable Giving

J.P. TURNER & COMPANY, LLC (Member SIPC)

One Buckhead Plaza 3060 Peachtree Road NW 11th Floor Atlanta, GA 30305 404.479.8300 www.joinjpturner.com
For Broker-Dealer use only. J.P. Turner & Company, LLC is affiliated with J.P. Turner & Company Capital Management, LLC.
J.P. Turner & Company is not affiliated with Eqis Capital, FolioFn Investments, Envestnet Asset Management, Genworth Wealth Management, SunGard
Wealthstation, Market 76, eMoney Advisor, Fusion Advisor Wealth Portal, LaserApp, Socialware, Marketing Library or Bond Trader Platform.
JPT010913-078
 Phoenix Comparison Grid

Other Other Other

J.P. Turner Broker/ Broker/ Broker/
& Company Dealer 1 Dealer 2 Dealer 3
Insurance Planning
LTC and Disability Planning
Multi-Manager Programs
Access to over 1,000 Third Party Money Managers
Eqis Capital
Envestnet Asset Management
Genworth Wealth Management

Technology Offerings
SunGard Wealthstation
Market 76: Client Relationship Management System (CRM)
eMoney Advisor
Fusion Advisor Wealth Portal (Data Aggregation System)
J.P. Turner Single Sign-On™
LaserApp
Socialware: Social Media Management Software
Marketing Library: Extensive Online Library of Marketing Materials
Bond Trader Platform
J.P. Turner Ticketing System™: Online Inquiry Tracking
Real-time Quote Services
Streaming Quotes
Online Order Entry System

Marketing Services
Online Marketing Store: Online Ordering Portal
Client Letters, Newsletters, Brochures
DBA Resources
The Exchange: Internal Quarterly News Publication
Your Way: Internal Monthly eNewsletter
Social Media Tools

J.P. TURNER & COMPANY, LLC (Member SIPC)

One Buckhead Plaza 3060 Peachtree Road NW 11th Floor Atlanta, GA 30305 404.479.8300 www.joinjpturner.com
For Broker-Dealer use only. J.P. Turner & Company, LLC is affiliated with J.P. Turner & Company Capital Management, LLC.
J.P. Turner & Company is not affiliated with Eqis Capital, FolioFn Investments, Envestnet Asset Management, Genworth Wealth Management, SunGard
Wealthstation, Market 76, eMoney Advisor, Fusion Advisor Wealth Portal, LaserApp, Socialware, Marketing Library or Bond Trader Platform.
JPT010913-078
 Phoenix Comparison Grid

Other Other Other

J.P. Turner Broker/ Broker/ Broker/
& Company Dealer 1 Dealer 2 Dealer 3
Advisor Website Resources
Branding and Logo Design Resources
Direct Mail Campaign Resources
E-mail Campaign Resources
Client Seminar Resources
Low-Cost, Professional Design Resources
Copyright Resources
Business Resources
Branch Recruiting Resources
Branch Development
Advertising
Free Copywriting Services
Free Public Relations/Press Release Services

Transition Support
Dedicated J.P. Turner Transition Team
Transition Manager
Dedicated Department Liaisons
Extensive Training on J.P. Turner Systems
Initial Start-Up Costs Worksheet
Customized Transition Timeline
Transition portal on the J.P. Turner Intranet for 24/7 access to vital
“how to” information

Annual Conferences & Corporate Events

Annual National Education Conference
Founder’s Club Conference: Recognition trip for leading representatives
Summer Picnic for Families
Winter Gala: Black Tie Affair

J.P. TURNER & COMPANY, LLC (Member SIPC)

One Buckhead Plaza 3060 Peachtree Road NW 11th Floor Atlanta, GA 30305 404.479.8300 www.joinjpturner.com
For Broker-Dealer use only. J.P. Turner & Company, LLC is affiliated with J.P. Turner & Company Capital Management, LLC.
J.P. Turner & Company is not affiliated with Eqis Capital, FolioFn Investments, Envestnet Asset Management, Genworth Wealth Management, SunGard
Wealthstation, Market 76, eMoney Advisor, Fusion Advisor Wealth Portal, LaserApp, Socialware, Marketing Library or Bond Trader Platform.
JPT010913-078