John Taylor is a registered investment advisor at John H Taylor, LLC, based in Jones, OK, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 84 clients with $10M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.1M
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Location
Jones, OK
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Regulatory History (1)
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Employment Separation After Allegations
August 2010Other Business Activities
John owns and operates a small cattle business at his residence. He spends about 10-20% of his time on this, with minimal time spent during normal trading hours.
Employment History
Current Registrations
John H Taylor, LLC
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Waddell & Reed, INC.
December 2004 - August 2010 · 5 yrs 8 mos
State Registrations2 states
OKTX
Advisor
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.