Advisor at Turning Point Analytics, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Turning Point Analytics, LLC
Location
East Sandwich, MA
Credentials
Series 63, Series 65
Industry experience
13 years
Jeffrey Marcus is the CEO of Turning Point Analytics, LLC and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He has worked at Rosenblatt Securities Inc. since 2013 and has been involved with Turning Point Analytics since 2009. In addition to his advisory work, Marcus is a licensed real estate agent affiliated with Sotheby’s International Realty and founded a business named HomeYap. Turning Point Analytics provides technical and tactical research and trade-timing overlay services to institutional investors such as money managers, hedge funds, banks, insurance companies, and pension funds. The firm uses a proprietary Trend-Range Strategy that combines technical indicators and macro analysis to identify entry and exit points, delivering customized research and daily reports without managing client assets or exercising trading discretion.
Based on Turning Point Analytics, LLC
Based on Turning Point Analytics, LLC
Minimum fee: Annual fees per client have varied between $10,000 and $80,000; fees are negotiable and not fixed or standard. Fee-only: Fees charged for analysis; no commissions; fees are negotiable and vary by client needs.
East Sandwich, MA
Massachusetts
Rosenblatt Securities Inc.
2013 - Present (13 years)
Turning Point Analytics, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Yarmouth Port, MA
Bogle Wealth Management, LLC
Series 65
Marstons Mills, MA
Starboard Wealth Management, LLC
Series 63, Series 66
Wareham, MA
First Due Financial LLC
CFA®, Series 63, Series 66
Hyannis, MA
Sentinel Advisory Corp
CFA®, Series 63, Series 65
Dennis, MA
Harry S. Bower, LLC
Series 63, Series 65
Mashpee, MA
Nichols Investment Advisory Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")