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William Louis Mello

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·ATLANTA, Georgia
SIE, Series 7, Series 24, Series 63J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
ONE BUCKHEAD PLAZA, ATLANTA, GA 30305CRD# 1491454Firm CRD# 124446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Louis Mello · ATLANTA, GA
Registration
CRD #1491454 · J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

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 →
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04

Frequently Asked Questions

What services does William Louis Mello offer?
William Louis Mello specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are William Louis Mello's credentials?
William Louis Mello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Louis Mello located?
William Louis Mello 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 William Louis Mello charge for services?
William Louis Mello'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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Other Advisors at J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

Adam Brett Simon
ATLANTA, GA
Reed Norman Lengel
ATLANTA, GA
Clinton Datees Gharib
ATLANTA, GA
Timothy Wayne Mcafee
ATLANTA, GA

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Research
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