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Broker Check
Jason Turetzky

Jason Turetzky

Director

Jason Turetzky is a Director at Baird. He has 25 years of wealth management experience and began his career with AG Edwards. His expertise is in conservative investment strategies, retirement income plans and generational wealth transfer.


He is an alumnus of the University of Arizona. His communication style has been recognized for excellence by Dale Carnegie & Associates Inc., and he is well respected for his ability to translate complex financial information into understandable language. Jason holds his Series 763 & 65 licenses, as well as his insurance license in Arizona and California.


Jason is a health and fitness enthusiast who believes any meaningful goal in life requires a steadfast devotion to excellence to produce great outcomes. He brings the same philosophy to wealth management, along with the tenet that trust is central to all client relationships and is earned through results.


Jason and his wife, Julie, and daughter, Jessica, enjoy living in and serving the Tucson community. Jason was previously Vice President for Catalina Community Services and an executive board member of the Muscular Dystrophy Association (MDA) of Southern Arizona, as well as the Environmental Education Exchange. He is also the past president of the Golden Goose charity in Catalina.

Jason is currently serving as a trustee of the McKale-Salmon Educational Foundation and is a big supporter of the Amphi School Foundation.

Jason was recently recognized by Shook Research as a 2024 FORBES Best-In-State Wealth Advisor published on 4/3/24. Rankings based on data as of 6/30/23. 


*This information is intended for use only by residents of states in which I am licensed.
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