JT
JT

Jonathan Taylor

20 Years of Experience
Indianapolis, IN
BrokerSells Insurance

Jonathan Taylor is a registered investment advisor, based in Indianapolis, IN, with 20 years of industry experience.

Location

500 East Ohio Street Suite 200, Indianapolis, IN, 46204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jonathan is an independent contractor for multiple insurance companies (Gentry Partners, Insurance, and One Resource Group) selling fixed, life, health, and property & casualty insurance, dedicating full-time hours to each. He is also the president of Jonathan R Taylor Inc, a partner at Artistry Wealth LLC, a partner at Pronghorn Properties LLC, and a volunteer member/board president for two non-profit organizations.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
August 2018 - November 2020 · 2 yrs 3 mos
First Allied Securities, INC.Broker
October 2012 - September 2022 · 9 yrs 11 mos
Ogilvie Security Advisors CorporationBroker
April 2005 - October 2012 · 7 yrs 6 mos
State Registrations36 states
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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.
Jonathan Taylor - Financial Advisor | TrueAdvisor