Jaron E Turley

Financial advisor at Gbg Wealth Management LLC · Mesa, AZ

Last updated 2026-10-10

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Jaron E Turley is a financial advisor at Gbg Wealth Management LLC in Mesa, AZ, CRD 6992889. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-01-27.

Registration

CRD number
6992889
Registration status
Active
IAPD registration
2021-01-27
Industry Experience
5 years
Work Experience
10 years
States registered
AZ, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2016-07 to 2016-11 · Daicel Safety Systems America Az · Mesa, AZ
  • 2016-11 to 2017-05 · Real Property Management East Valley · Mesa, AZ
  • 2017-08 to 2018-05 · Robert Half · Stamford, CT
  • 2018-07 to 2021-07 · Raymond James Financial Services, Inc. · Mesa, AZ
  • 2021-01 to 2021-07 · Raymond James Financial Services Advisors, Inc. · Mesa, AZ
  • 2021-10 to 2023-07 · Morgan Stanley · Gilbert, AZ
  • 2023-07 to 2024-09 · Fullerton Financial Planning · Peoria, AZ
  • 2024-09 to Present · Gbg Wealth Management, LLC · Mesa, AZ

Current employment

SEC IAPD record for Jaron E Turley

Gbg Wealth Management LLC

Regulatory AUM
$23,761,917
Registered advisors
4
Offices
3
Average AUM per client
$766.5K (Low)
High-net-worth client ratio
67.7% (High)

Gbg Wealth Management LLC: advisors, services and reported ETF investments

About

Jaron E Turley is a CFP® financial advisor at Gbg Wealth Management LLC in Mesa, AZ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 10 years of reported work history. Reported roles include Fullerton Financial Planning, Morgan Stanley, Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., among others.

Gbg Wealth Management LLC's firm-level Form ADV reports 4 advisors across 3 offices; approximately 7.8 clients per advisor, average assets per client of $766,513, and regulatory AUM of $23.8M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by Gbg Wealth Management LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Sponsor or GP of Pooled Investment Vehicl

Location

1830 S Alma School Rd, Mesa, AZ 85210

2 advisors at this office.

Gbg Wealth Management office in Mesa, AZ

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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