Jay Taylor is a registered investment advisor at LPL Financial LLC, based in Lumberton, NJ, with 30 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
Lumberton, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is a comic book artist at On The Square Comics, dedicating about 10% of their time to this investment-related activity since 2014. Jay also has a business entity, On the Square Financial, for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations15 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.