Unclaimed Profile

Adam Brett Simon

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 4, Series 7, Series 24, Series 27, Series 31, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 79TO, Series 99TOClean record19 years registeredJ P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

ONE BUCKHEAD PLAZA, ATLANTA, GA 30305CRD# 2524249Firm CRD# 124446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Brett Simon · ATLANTA, GA

Registration

CRD #2524249 · J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CENTAURUS FINANCIAL, INC.

Feb 2016 – present

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

May 2007 – Dec 2015

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 31

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · May 17, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

CRD 124446 · SEC 801-67970

AUM

$452M

Regulatory assets under management

Employees

152

3,037 client accounts

Services offered by J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Brett Simon offer?

Adam Brett Simon specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.

What are Adam Brett Simon's credentials?

Adam Brett Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Brett Simon located?

Adam Brett Simon is based in ATLANTA, Georgia, working with J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Adam Brett Simon charge for services?

Adam Brett Simon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC?

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC has approximately 152 employees and manages $452M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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