Unclaimed Profile

Clinton Datees Gharib

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

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TO22 years registeredJ P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

ONE BUCKHEAD PLAZA, ATLANTA, GA 30305CRD# 2070991Firm CRD# 124446

Profile Verification

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

Identity

Clinton Datees Gharib · ATLANTA, GA

Registration

CRD #2070991 · J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MADISON AVENUE SECURITIES, LLC

Jan 2020 – present

SUMMIT FINANCIAL GROUP INC

Feb 2016 – Jan 2020

ATLANTA, GA

CETERA INVESTMENT ADVISERS LLC

Oct 2015 – Jan 2020

ATLANTA, GA

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

Dec 2003 – Dec 2015

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · December 19, 2003

Years registered · 22

Disclosure History

2016Customer Dispute·Closed-No Action

2005Regulatory·Final

2004Regulatory·Final

2002Customer Dispute·Denied

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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 Clinton Datees Gharib offer?

Clinton Datees Gharib specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.

What are Clinton Datees Gharib's credentials?

Clinton Datees Gharib is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clinton Datees Gharib located?

Clinton Datees Gharib 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 Clinton Datees Gharib charge for services?

Clinton Datees Gharib'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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