Jeffrey Taylor, financial advisor Visalia CA
92 score

Jeffrey Taylor

CRD Number: 1033833
Current Firm: On Investment Management Co

Jeffrey Taylor (CRD# 1033833) is an Investment Advisor Representative working at On Investment Management Co in Visalia, CA and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The O.n. Equity Sales Company Visalia, CA Oct 2004 - Current 12
Ohio National Life Insurance Co Cincinnati, OH May 2004 - Current 12
Phoenix Mutual Hartford, CT May 1991 - Current 25
Standard Insurance Company Portland, OR Jun 1987 - Current 29
Central Financial Services Bakersfield, CA Oct 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Jeffrey E. Taylor
Phone Number: 855-262-0913
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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