Jason Taylor (CRD# 2272876) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilson, NC and has over 22 years of experience in the finance industry.
CRD# 1674318
Edward Jones
CRD# 4216809
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. Taylor Investments, LLC | Wilson, NC | Mar 2014 - Current | 10 |
| Raymond James Financial Services Advisors, Inc. | Wilson, NC | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Smithfield, NC | Feb 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- NC
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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