Executive Wealth Advisors, L.L.C.

CONNECT

Address:

106 B Centre Blvd
Marlton, NJ 08053

Phone:

856-983-6646,Toll-free: 877-541-1121

Fax/Other:

856-983-6270

Our Services

JP Turner Investment StrategyThrough leading-edge technology and access to unbiased research, your Executive Wealth Advisors, LLC professional will identify investment opportunities and outline an investment strategy designed to help you meet your financial goals. As an independent branch office of Summit Brokerage Services,Inc. we have access to a wide array of investment products and services, including mutual funds, managed accounts, stocks, real estate, insurance, energy products and fixed income products.

Our office specializes in providing the following financial services:

  • Tax-aware investment strategies
  • Investment management
  • Retirement planning strategies
  • Estate conservation
  • Wealth Management
  • College Savings Planning

Your account is protected.

 

The Securities Investor Protection Corporation (“SIPC”) protects certain customer funds up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please contact SIPC at (202) 371-8300 or visit www.sipc.org. Our clearing firms offer additional coverage. To read more about the coverage offered through our clearing firms, please visit www.jpturner.com/personal/sipc.aspx.

 
Our clearing firm has purchased an additional insurance policy through a group of London Underwriters (with Lloyd's of London Syndicates as the Lead Underwriter) to supplement SIPC protection. This additional insurance policy becomes available to customers in the event that SIPC limits are exhausted and provides protection for securities and cash up to an aggregate of $600 million. This is provided to pay amounts in addition to those returned in a SIPC liquidation. This additional insurance policy is limited to a combined return to any customer from a Trustee, SIPC and London Underwriters of $150 million, including cash of up to $2.15 million. Similar to SIPC protection, this additional insurance does not protect against a loss in the market value of securities.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck