All possible efforts will be made by us to make your transition to JP Turner & Company a smooth one.
JP Turner will work with you from the very first contact to help you understand what is required to open your own office and transfer your client base. This will require the assistance of JP Turner's transition team to ensure you have the help needed to complete this move.
The JP Turner transition team is organized as described below:
JP TURNER BUSINESS DEVELOPMENT
Al Pierantozzi is responsible for branch office integration. Al organizes all of the procedures that will dictate your move to JP Turner. If you are not sure whom you need to contact (or need specialized approval for a situation), Al is the person to assist you. Al will coordinate your orientation to JP Turner with the various departments.
JP TURNER REGISTRATIONS
After the initial contacts, screening and acceptance phase, Registrations will play a key role in your ongoing communications with our firm. Once your registration paperwork has been received, Registrations will review it for accuracy prior to submitting. JP Turner will keep you apprised of your filing processes and assist you with any additional state registrations and any other requests you may have.
JP TURNER OPERATIONS
From the moment you become associated with our firm, JP Turner's Operations Department will play a vital role in your transition. You will be assigned to an JP Turner Operations Transition Specialist who will be dedicated to your every need. This individual will offer all of the training support necessary to get your business up and running.
Once your business is up and running, our assistance will not end there. JP Turner Operations Liaison will be assigned to your office who will be dedicated to providing you ongoing operational support. Aside from the individuals mentioned above, our Operations Department has a large staff of experienced specialists who will be eager to assist you. It is our primary goal to provide you with world class customer service that is unmatched in our industry. You will have more time to focus on what’s important.....your
clients and your business!
JP TURNER ACCOUNTING
Unlike other firms, JP Turner will provide complete accounting services for your new operation. JP Turner's Accounting Department will process your payroll, including detailed breakdowns of your brokers' earned commissions as well as preparation of their paychecks, should you so require. Also available are profitability analyses and other financial services that enable you to achieve optimum financial efficiency while still concentrating on running your business--all at no extra cost.
JP TURNER TRADING
JP Turner deploys the latest technologies in our trading facility, and we have competent and experienced traders ready to execute all facets of open-market trading for you. Trading will work diligently for the best possible prices and deals based on your requirements. You will experience the power of personalized trading at work. Plus, over 40 years of trading experience is available to help guide you toward success.
JP TURNER TECHNOLOGY
JP Turner's Information Technology Department will be in contact with you regarding your telephone systems, computer and quote systems and any other requirements necessary to secure your use of our affordable, state-of-the-art systems. The Information Technology Department is also available to assist you with any other computer hardware, software and communications requirements that you may feel are necessary to best meet your operations needs.
JP TURNER COMPLIANCE
The Director of Compliance for JP Turner brings many years of regulatory experience to the firm. The Compliance Department is here to assist you with your record keeping and regulatory requirements
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