JT
JT

Jason Taylor

24 Years of Experience
Wilson, NC
Broker

Jason Taylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilson, NC, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4937 Nc Hwy 58 N, Wilson, NC, 27896

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jason is the owner/proprietor of J. Taylor Investments, LLC, managing real estate for business use. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2001 - Present · 24 yrs 11 mos
Previous Registrations
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
State Registrations21 states
ARCACOFLGAILKSMAMDMONCNJNVNYOHPASCSDTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jason Taylor - Financial Advisor | TrueAdvisor