Joseph Taylor, financial advisor Watkinsville GA

Joseph Taylor

CRD Number: 1903809
Current Firm: Raymond James Financial Services Advisors, Inc.

Joseph Taylor (CRD# 1903809) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
The Avenue Partners, LLC Watkinsville, GA Mar 2020 - Current 4
Jdt Wealth Management, LLC Watkinsville, GA Mar 2020 - Current 4
The Avenue Wealth Management, LLC Watkinsville, GA Mar 2020 - Current 4
Tsd Advisors, Llc Dba: The Avenue Wealth Mgt Group Watkinsville, GA Sep 2014 - Current 9
Raymond James Financial Services, Inc. Bogart, GA Sep 2013 - Current 10
Raymond James Financial Services Advisors Inc. Bogart, GA Sep 2013 - Current 10
Fellowship Of Christian Athletes Coaches Ministry Northeast Ga Statham, GA Jan 1989 - Current 35
Gfg Strategic Advisors Watkinsville, GA Jul 2014 - Feb 2019 4
Tsd Capital Group Bogart, GA Sep 2013 - Jun 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Joseph D. Taylor
Phone Number: 727-567-3020
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, VI, VT, WA, WI, WV, WY

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