John Taylor, financial advisor Jones OK

John Taylor

CRD Number: 4846081
Current Firm: John H Taylor, LLC

John Taylor (CRD# 4846081) is an Investment Advisor Representative working at John H Taylor, LLC in Jones, OK and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
John H Taylor, LLC Jones, OK Oct 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John H. Taylor
Phone Number: 405-816-2759
Registered State(s):
  • TX
Current Firm Details
John H Taylor, LLC
Firm's CRD Number: 154041
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $72,411
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OK, TX

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