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Jamie Turk

3750 Park East Dr Ste 200

Beachwood, OH




(440) 991-1178

Jamie entered the financial services industry in 1999 and currently holds the Series 7 registration with LPL Financial and the Series 66 with LPL Financial and Stratos Wealth Partners in addition to life/health licenses. He attended Marietta College for his undergraduate degree and continued onto Case Western Reserve for his post graduate degree. He began his career at Sagemark Consulting, a division of Lincoln Financial Group.

Jamie later developed an independent financial planning firm in 2004 (Kotler, Turk & Associates). Jamie specializes in meeting the unique financial 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.

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