Jeffery Taylor, financial advisor Baltimore MD
96 score

Jeffery Taylor

CRD Number: 2979445
Current Firm: Wilmington Trust Investment Advisors, Inc.

Jeffery Taylor (CRD# 2979445) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mtb Investment Advisors, Inc. Baltimore, MD Jun 2008 - Current 8
M&t Securities, Inc. Buffalo, NY May 2003 - Current 13
M&t Bank Buffalo, NY May 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
Contact Info for Jeffery R. Taylor
Phone Number: 410-986-5600
Firm Website: http://www.wtia.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    20,456
    MILLIONS
  • Total Number of Accounts
    1,238
    ACCOUNTS
  • Average Account Value
    $16,523,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, CT, DC, DE, FL, GA, MA, MD, MI, NC, NJ, NY, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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