Jordan Taylor (CRD# 5286754) is an Investment Advisor Representative working at Newedge Advisors in Tulsa, OK and has over 16 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Tulsa, OK | Dec 2022 - Current | 1 |
| Triad Advisors | Norcross, GA | Mar 2020 - Current | 4 |
| Gwm Advisors, LLC | New Orleans, LA | Mar 2020 - Current | 4 |
| Ubs Financial Services Inc. | Tulsa, OK | Nov 2008 - Mar 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
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