Jamie Turk
3750 Park East Dr Ste 200
Beachwood, OH
44122-4348
Phone:
Email:
(440) 991-1178
Jamie entered the financial services industry in 1999 with Sagemark Consulting, a division of Lincoln Financial Advisors. He later established Kotler, Turk, and Associates, an independent financial planning firm, in 2004. In 2017, he became a partner with Stratos Wealth Partners and joined LPL Financial.
Jamie attended Marietta College for his undergraduate degree and continued to Case Western Reserve University for his master’s degree. Jamie holds Series 7 and 66 securities licenses through LPL Financial. In addition, he maintains Life, Accident, and Health and Variable Annuity registrations in various states.
Jamie specializes in meeting the unique financial planning needs of successful business owners, professionals, and retirees. Investment planning and wealth management are key focal points with his clients.
Jamie is married to his high school sweetheart, Jennifer, and they have two beautiful children, Olivia and Christopher.