JT
JT

Jennifer Taylor

27 Years of Experience
The Villages, FL
1 DisclosureBroker

Jennifer Taylor is a registered investment advisor at Wells Fargo Advisors, based in The Villages, FL, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1070 Lake Sumter Landing, The Villages, FL, 32162

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History

Regulatory History (1)
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Customer Dispute
January 2002
Award / Judgment
Other Business Activities

Jennifer has 50% ownership in Legacy Wealth Management Group LLC, dedicating full-time hours to the firm. She also holds power of attorney for her mother, spending a few hours per week on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2003 - May 2023 · 20 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2003 - May 2023 · 20 yrs 3 mos
Salomon Smith Barney INC.Broker
August 2001 - January 2003 · 1 yr 5 mos
Salomon Smith Barney INC.
August 2001 - January 2003 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - August 2001 · 2 yrs 10 mos
State Registrations10 states
ALAZCAFLGAMSNCNHUTVA
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.
Jennifer Taylor - Financial Advisor | TrueAdvisor