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Jeffrey Taylor

M Holdings Securities, INC.
26 Years of Experience
Atlanta, GA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Jeffrey Taylor is a registered investment advisor at M Holdings Securities, INC., based in Atlanta, GA, with 26 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.

M Holdings Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
340 advisors
Number of Clients
4,513 clients
Average Client Portfolio
$710K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.20%
$5.0M - $10.0M1.10%
$10M+1.05%

Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2014
Settled
Customer Dispute
October 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is the founder/partner of Crescent Wealth Advisory, LLC, a fee-based investment advisory firm, dedicating about a quarter of his time. He is also a partner/principal at Crescent Wealth Management, Inc., focusing on sales and marketing for fixed life insurance, which takes nearly full-time hours, and a passive owner of Lion Street, an insurance producer group.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
March 2025 - Present · 1 yr 7 mos
Crescent Wealth Advisory, LLC
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Lion Street Financial, LLCBroker
February 2020 - March 2025 · 5 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
January 2017 - February 2020 · 3 yrs 1 mo
Sterne Agee Financial Services, INC.Broker
October 2014 - January 2016 · 1 yr 3 mos
Crescent Wealth Capital Management, LLC
February 2012 - December 2014 · 2 yrs 10 mos
Crescent Wealth Capital Management, LLC
September 2009 - December 2011 · 2 yrs 3 mos
Mid Atlantic Capital CorporationBroker
August 2009 - October 2014 · 5 yrs 2 mos
NFP Securities, INC.
September 2003 - August 2009 · 5 yrs 11 mos
NFP Securities, INC.Broker
August 2003 - August 2009 · 6 yrs
Lincoln Financial Advisors Corporation
March 2003 - August 2003 · 5 mos
Lincoln Financial Advisors CorporationBroker
January 2001 - August 2003 · 2 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
January 2001 - August 2003 · 2 yrs 7 mos
Signator Investors, INC.Broker
July 2000 - January 2001 · 6 mos
State Registrations15 states
CACOFLGAILLAMINJNVNYPASCSDTNTX
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.
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