Jonathan Taylor (CRD# 2161627) is an Investment Advisor Representative working at Patriot Asset Advisors, LLC in Pataskala, OH and has over 32 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Patriot Advisors, LLC | Newark, OH | Feb 2018 - Current | 6 |
| Summit Brokerage Services | Pataskala, OH | Oct 2015 - Feb 2018 | 2 |
| J.p. Turner & Company, LLC | Columbus, OH | Sep 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- OH
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts387ACCOUNTS
-
Average Account Value$103,312
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH
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