Jonathan Michael Turner
Financial advisor at Invariant Investment Management · Naples, FL
Last updated 2026-10-10
Claim your profileJonathan Michael Turner is a financial advisor at Invariant Investment Management in Naples, FL, CRD 4853469. Licenses and exams on the registration: Series 66, Series 65. IAPD registration began 2010-06-25.
Registration
- CRD number
- 4853469
- Registration status
- Active
- IAPD registration
- 2010-06-25
- Industry Experience
- 16 years
- Work Experience
- 16 years
- States registered
- FL
Licenses and exams
- Series 66
- Series 65
Work history
- 2010-01 to 2020-04 · Ameriprise Financial Services, Inc. · Hershey, PA
- 2010-01 to 2020-03 · Turner Wealth Advisors · Hershey, PA
- 2020-04 to 2023-10 · Clarus Merchant Services · Gaithersburg, MD
- 2020-04 to 2020-09 · Sequentis Capital Advisors · Hershey, PA
- 2023-04 to Present · Invariant Investment Management · Naples, FL
- 2019-04 to 2020-04 · Nextfaze LLC · Harrisburg, PA
- 2022-07 to 2026-02 · Jnr Acquisitions, LLC · Greenwood, IN
- 2022-12 to 2025-01 · Argo Payment Systems, LLC · Charlotte, NC
- 2022-12 to Present · Argo Capital Partners, LLC · Charlotte, NC
- 2020-04 to Present · Turner Consulting LLC · Naples, FL
Current employment
- Invariant Investment Management · Camp Hill, PA
Invariant Investment Management
- Regulatory AUM
- $182,679,710
- Registered advisors
- 6
- Offices
- 7
- Clients per advisor
- 52.2 (Low)
- Average AUM per client
- $583.6K (Low)
- High-net-worth client ratio
- 14.4% (Low)
Invariant Investment Management: advisors, services and reported ETF investments
About
Jonathan Michael Turner is a financial advisor at Invariant Investment Management in Naples, FL. Reported securities licenses include Series 66 and Series 65. The latest record indicates 16 years of industry experience and 16 years of reported work history. Reported roles include Argo Capital Partners, LLC, Turner Consulting LLC, Jnr Acquisitions, LLC, Argo Payment Systems, LLC, among others.
SEC disclosures list additional business and community activities: Turner Consulting Llc; Non-Investment Related; Private Residence In Naples: Argo capital partners, llc; investment-related; private residence in charlotte, nc; purchase of merchant portfolios; managing partner; 12/1/2022; 4 hours per month; 0 hours during trading; find and cultivate relationships with agents to sell their merchant porfolio to the firm; legacy invariant investment management clients have participated in this outside business activity, but no new solicitations with respect to such outside business activity will be made to invariant investment management clients.
Invariant Investment Management's firm-level Form ADV reports 6 advisors across 7 offices; approximately 52.2 clients per advisor, average assets per client of $583,641, and regulatory AUM of $182.7M; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $138M across 28 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Michael Turner personally.
Reported ETF positions
Invariant Investment reports 28 ETF positions worth $138M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| RSP — Invesco S&P 500 Equal Weight ETF | $26.5M |
| IEF — iShares 7-10 Year Treasury Bond ETF | $26.2M |
| AVUV — Avantis U.S. Small Cap Value ETF | $18.6M |
| AVDV — Avantis International Small Cap Value ETF | $16M |
| SHY — iShares 1-3 Year Treasury Bond ETF | $8.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Invariant Investment's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VOO — Vanguard S&P 500 ETF | $8.1M | Top 99.1% | Peer conviction 69.7% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $8.1M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | PRFZ — Invesco RAFI US 1500 Small-Mid ETF | $441.5K | Top 99.4% | Residual alpha +2.34% · Residual Sharpe 0.11 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $3.9M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Invariant Investment Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
Naples, FL
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (717) 317-9006
- Website: invariantinvestments.com
Official record
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