FIDUCIARY STANDARD
LICENSED VERIFIED
As an RIA, we are held to the highest standard of integrity
INVESTMENT ADVISORY
LICENSED VERIFIED
Your Markets. Your Strategy. Our Expertise.
Clarity and smart guidance for every investor.
RETIREMENT PLANNING
LICENSED VERIFIED
Retire Strong. Personalized strategies for lasting retirement income.
Providing independent, fiduciary guidance for investors.
Fred J. Turpin is a FINRA-regulated broker with 27 years of industry experience. He has been with J.P. Morgan Securities LLC since 2008, following earlier roles at J.P. Morgan Securities Inc. and Bear, Stearns & Co. Inc. Turpin holds four FINRA registrations and is licensed in 53 states and territories, allowing him to serve clients nationwide. He brings extensive market and brokerage expertise, helping clients make informed financial decisions.
- Registered broker with extensive industry experience
- Offers broad market knowledge and regulatory expertise
- Delivers brokerage services across multiple states
Wealth Coaching Services.
Expert financial planning and wealth coaching.
Portfolio management for Venture Capitals
Portfolio management for investment firms
Educational seminars and workshops
Interactive seminars and workshops for skill financial literacy.
Portfolio Management for Business
Tailored portfolio management for individuals and small businesses.
Our excellent service
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Your Partner in Financial Success through , Right Strategies.
Track and analyze
your investment portfolios
- Comprehensive Financial Management
- Performance & Portfolio Analysis
- Retirement Planning
Fred Turpin
Empowering Your Financial Future — Building the Framework for Long-Term Wealth
Frederick’s mission is to equip clients with the tools and support to strengthen their financial well-being, build confidence, and make informed decisions that shape a prosperous future.
Federick’s vision is to deliver innovative, personalized strategies that empower clients to secure their future and build lasting legacies.
1500k happy clients
Fred Turpin helped us build a generational wealth strategy that truly gives us peace of mind. Her remarkable ability to simplify even the most complex financial concepts and tailor a plan precisely to our family's unique goals was invaluable. We're deeply grateful for her integrity and the clear, confident roadmap she's provided for our future.
Allison George
I appreciate Fred's commitment to understanding my individual financial needs and goals. He doesn't offer cookie-cutter solutions; instead, he crafts a tailored strategy that truly works for me. His personalized…
Kate Robertson
Fred Turpin has been my trusted financial advisor for 9 years now. His deep understanding of the market and personalized guidance have been invaluable in helping me achieve my financial goals.…
Richard Vanman
Navigating the world of investments can be daunting, but Fred makes it clear and understandable. He takes the time to explain things thoroughly and ensures I feel comfortable and informed…
