Broker Check
James P. Turner, CLU, ChFC

James P. Turner, CLU, ChFC

Administration

Jamie brings with him an impressive history — 40+ years of success — and a wealth of knowledge in the financial services industry.

Jamie earned a Bachelor of Industrial Engineering and MBA from Cornell University. He began his career at Raytheon Company, spending 10 years there before entering the financial services industry.

He has previously worked tirelessly over the past 35 years to create and manage financial plans, design asset protection strategies, and build wealth for his clients — both individuals and small businesses here locally in the greater Boston area. Most recently, he spent 17 years as a partner with 1017 Financial Group.  Jamie is a CLU  He is also a ChFC. Jamie has recently stepped back from direct client interactions, and has taken on an administrative role supporting and assisting Matt.