Jonathan Taylor, financial advisor Beverly Hills CA

Jonathan Taylor

CRD Number: 5523288
Current Firm: City National Rochdale

Jonathan Taylor (CRD# 5523288) is an Investment Advisor Representative working at City National Rochdale in Beverly Hills, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
City National Rochdale Beverly Hills, CA Oct 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles, CA Oct 2009 - Oct 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Jonathan E. Taylor
Phone Number: 212-702-3500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    60,066
    MILLIONS
  • Total Number of Accounts
    43,108
    ACCOUNTS
  • Average Account Value
    $1,393,375
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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