James TaylorCRD 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.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|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|
Total Assets Under Management17,101MILLIONS
Total Number of Accounts183ACCOUNTS
Average Account Value$93,448,453
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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