Jeffery Taylor
Jeffery Taylor is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 24 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
800 N Brand Blvd, Glendale, CA, 91203
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business Activities
Jeffery is the Vice President & Trustee, Officer, and Member of a religious organization in Los Angeles, CA. He dedicates a few hours per week to serving on the officers board and making administrative decisions.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wachovia Securities, LLC
Wells Fargo Clearing Services, LLCBroker
Natcity Investments, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, 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.
Exams
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