DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Thomas Turton
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
At current firm
3 y
since Aug 10, 2023
In the industry
20 y
since Apr 1, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Aug 10, 2023 · Colleyville, Tx
- Cri Securities, LLC formerDec 13, 2018 to Oct 20, 2021 · Minneapolis, Mn
- Securian Financial Services, Inc. formerAug 7, 2007 to Aug 10, 2023 · Richmond, Va
- Cri Securities, LLC formerAug 7, 2007 to Aug 23, 2010 · Albuquerque, Nm
Moves
a registration end followed by a registration begin elsewhere
- Securian Financial Services, Inc. to Cri Securities, LLCleft Aug 10, 2023, registered Dec 13, 2018 (-1701 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Cri Securities, LLC to Cetera Investment Advisers LLCleft Oct 20, 2021, registered Aug 10, 2023 (659 days) · Affiliated broker-dealer or bank to another · moved with a team
- Cri Securities, LLC to Securian Financial Services, Inc.left Aug 23, 2010, registered Aug 7, 2007 (-1112 days) · Other
Signals
- Jeffrey Thomas Turton left Securian Financial Services, Inc. for Cri Securities, Llc (registered 2018-12-13)Aug 10, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address