Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Jacob Turley has joined the West division of Cetera Financial Specialists.
Turley, who provides financial planning services to clients with nearly $25 million in assets, was previously affiliated with Avantax Investment Services.
“Jacob’s passion for guiding his clients to achieve their ideal financial future through manageable, tax-smart steps ensure he’ll fit in well at CFS,” said Ron Krueger, president of CFS. “CFS is an excellent home for professionals looking to grow both their tax and wealth management business – and we have no doubt Jacob will thrive with us. I look forward to working together to benefit Jacob’s clients and to help grow his business.”
Turley has more than a decade of experience in the financial industry, starting out as a certified financial planning professional and certified public accountant at American Financial Services before moving to Avantax in 2012. He holds a bachelor’s degree in accounting from the University of Utah and a master’s degree in taxation from Weber State University.
Cetera Financial Group serves more than 8,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $330 billion in assets under administration and $116 billion in assets under management, as of March 31, 2023.