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 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.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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