Jerry Taylor is a registered investment advisor at LPL Financial LLC, based in Tulsa, OK, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8931 S Yale Avenue, Suite T, Tulsa, OK, 74137
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Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
Jerry operates J Taylor Private Wealth as a DBA for his LPL business since 2022. He also provides investment advisory services through NewEdge Advisors as an IAR, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Triad Advisors LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.