Matthew TaylorCRD Number: 5287802
Current Firm: Carter Jacobs, LLC
Matthew Taylor (CRD# 5287802) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Carter Jacobs, LLC||Sherman Oaks, CA||Nov 2011 - Current||6|
|Corporate Stratiges||Encino, CA||Apr 2002 - Current||15|
Total Assets Under Management113MILLIONS
Total Number of Accounts299ACCOUNTS
Average Account Value$377,759
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services