John Taylor, financial advisor Miamisburg OH

John Taylor

CRD Number: 3183901
Current Firm: Stifel, Nicolaus & Company, Incorporated
Compensation Model: Both
John Taylor (CRD# 3183901) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Miamisburg, OH and has over 17 years of experience in the finance industry.
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Company Name Location Dates Years
Stifel, Nicolaus & Company, Inc. Columbus, OH Jun 2000 - Current 19
Buckeye Home Improvement Inc. Cols., OH Jul 1996 - Dec 1998 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Feb 1999
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Feb 2006
S31 Futures Managed Funds Examination Dec 2009
Contact Info for John M. Taylor
Phone Number: 314-342-2000
Registered State(s):
  • CA
  • TX
  • CO
  • OH
  • AL
  • AZ
  • CT
  • FL
  • HI
  • GA
  • IL
  • IN
  • KS
  • KY
  • MD
  • MA
  • MI
  • MT
  • NV
  • NJ
  • NY
  • NC
  • OR
  • PA
  • TN
  • UT
  • WA
  • VA
By the Numbers
  • Total Assets Under Management
    74,649
    MILLIONS
  • Total Number of Accounts
    216,315
    ACCOUNTS
  • Average Account Value
    $345,094
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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