Jonathan Turner has been an investment adviser representative at Invariant Investment Management since June 2024, and is not listed among the firm’s executive officers or direct owners. Jonathan Turner holds a Bachelor's degree in Business Management and Marketing from Penn State University.
Invariant Investment Management LLC is a Camp Hill, PA firm with $183M under management, 313 clients and 6 advisers across 6 offices, as of its July 2026 filing.
Jonathan Turner is Managing Partner of Invariant Investment Management. He joined Invariant in 2023 and has nearly 15 years of experience in the financial services industry. His role includes guiding clients through their financial journey and helping to shape the firm's direction and growth. He is the author of the book "Stop Faking It, Start Making It."
Jonathan Turner’s longest registration was 9 years at Ameriprise Financial Services, LLC. (2010–2020). Before joining Invariant Investment Management in 2024, Jonathan Turner was registered through Sequentis Capital Advisors LLC and Ameriprise Financial Services, LLC.
- Sequentis Capital Advisors LLC– · under a yearHershey, PA · Adviser representative · Firm CRD 309006
- Ameriprise Financial Services, LLC.– · 9 yearsHershey, PA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jonathan Turner is registered as an investment adviser representative in Florida, since June 2024.
- FloridaSince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 June 2010 |
| Series 7 | General Securities Representative Examination | 19 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Michael Turner
- CRD
- 4853469
- Firm
- Invariant Investment Management · CRD 168772
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- invariantinvestments.com
Where does Jonathan Turner work?
Jonathan Turner is an investment adviser representative registered through Invariant Investment Management LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Turner a financial advisor?
Yes. Jonathan Turner has a current investment-adviser registration in Florida, through Invariant Investment Management since June 2024.
How many years of experience does Jonathan Turner have?
Jonathan Turner has 12 years in the financial industry, since February 2014, across 3 adviser firms.
What exams has Jonathan Turner passed?
Jonathan Turner has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in March 2010. FINRA credited Jonathan Turner with the SIE, which began in October 2018.
Where did Jonathan Turner work before Invariant Investment Management?
Before Invariant Investment Management, Jonathan Turner was registered through Sequentis Capital Advisors LLC, May 2020 to September 2020; Ameriprise Financial Services, LLC., June 2010 to April 2020.
Is Jonathan Turner registered with FINRA?
No. Jonathan Turner has no current broker registration.
How can I verify Jonathan Turner’s record?
Search CRD 4853469 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Turner’s full registration record.
