Jonathan Taylor
Jonathan Taylor is a registered investment advisor at Patriot Asset Advisors, LLC, based in Pataskala, OH, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 269 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Advisory fees are negotiable at our sole discretion.
Fee Estimator
Location
7889 E Broad St Sw, Pataskala, OH, 43062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a life insurance producer since 2017, offering these products as part of financial planning. This activity requires minimal time.
Employment History
Current Registrations
Patriot Asset Advisors, LLC
Previous Registrations
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Edward Jones
Edward JonesBroker
Proequities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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.