Gaithersburg, MD
Jason Turnbull
Vice President • Financial Advisor
Jason Turnbull serves as Vice President at Sullivan & Associates in Multiple Locations. Jason joined the team at MERC Capital from Raymond James Financial Services where he had spent 14 years, most recently as a portfolio manager.
As our new Financial Advisor, Jason's passion for the financial markets will be demonstrated as he analyzes economic and financial market data, reviews client portfolios, and reports investment changes to our clients and our practices President. He will be instrumental in strengthening MERC Capital's infrastructure as we grow.
Jason's ability to communicate with clients and industry professionals in an easily understood demeanor is very welcoming. He takes a holistic view of a client's specific goals and objectives to develop and cultivate a meaningful investment plan.
He holds a master's degree in Accounting and Financial Management from Keller School of Business and a bachelor's degree in Business from Stevenson University, formally Villa Julie in Stevenson, Maryland. A state native, he and his wife currently reside in Columbia, Maryland.
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