Charles Taylor, financial advisor Puyallup WA
90 score

Charles Taylor

CRD Number: 5913119
Current Firm: J.p. Morgan Securities LLC

Charles Taylor (CRD# 5913119) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Puyallup, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Enumclaw, WA Oct 2012 - Current 4
Jpmorgan Chase Bank Enumclaw, WA May 2011 - Current 5
Chase Investment Services Corp Enumclaw, WA Mar 2012 - Oct 2012 < 1
Country Financial Bellevue, WA Apr 2011 - May 2011 < 1
E Financial Bellevue, WA Sep 2009 - Mar 2011 1
Taylor Realty Inc. Maple Valley, WA Oct 2004 - Feb 2011 6
American Family Issaquah, WA Jul 2007 - Sep 2009 2
Net Co Title Tacoma, WA Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Charles F. Taylor
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
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 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, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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