James Taylor, financial advisor Salt Lake City UT
93 score

James Taylor

CRD Number: 4521608
Current Firm: Wasatch Advisors Inc.

James Taylor (CRD# 4521608) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 16 years of experience in the finance industry.

Similar Advisors
Jeffrey Zesiger, financial advisor Salt Lake City UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor Salt Lake City UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor Salt Lake City UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Wasatch Advisors, Inc. Salt Lake City, UT Apr 1996 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for James B. Taylor
Phone Number: 801-533-0777
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    17,101
    MILLIONS
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $93,448,453
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.