Tyler   J.  McAfee

  • Greater Atlanta Area, US
Tyler   J.  McAfee

Financial Advisor

Work History

Work History
Sep 2008 - Oct 2015

J.P. Turner & Company, LLC

Education

Education
Aug 2008 - Aug 2011

Kennesaw State University

Certifications

Certifications
May 2014 - Present

Series 7 License

FINRA
May 2014 - Present

Series 63 License

FINRA

Work Experience

I began work at J.P. Turner & Company, LLC, as a clerk in the operations department. My job responsibilities at the start were to answer incoming calls from our outside advisors and guide them as best I could to solve their issues. After six months in this role, I was trained to be the new margin analyst for the firm. As a margin analyst, I handled all trade corrections, money due, and house call items for the entire firm. I became very comfortable in this role, and soon became the go to contact for outside advisors when they had any operational issue. Towards the end of my tenure in operations, one of the advisors I helped regularly began pushing for me to get licensed and join the firm's training program, which he ran. Shortly after passing my Series 7 and Series 63 exams, I made the switch to the retail side. Throughout my first year in the training program, my job was to cold call, turn these calls into leads, and set appointments with prospects for my senior partner. It became obvious early on that this was a much better role for me than any previous, as I began to stand out from my class. After the first year, I raised more assets than any other trainee and built a viable pipeline of prospective clients.

References

Eric Jenkins - Senior Vice President of Investments - (727) 409-3434

Adam Simon - Vice President of Operations - (770) 570-2909

Dean Vernoia - Chief Operating Officer  - (678) 488-0175