Jared Taylor is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 19 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4525 Painters Mill Road, Owings Mills, MD, 21117
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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.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.Broker
September 2026 - Present · 2 mos
T. Rowe Price Advisory Services, INC.
September 2026 - Present · 2 mos
T. Rowe Price Investment Services, INC.
September 2026 - Present · 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
February 2024 - June 2026 · 2 yrs 4 mos
Ameriprise Financial Services, LLCBroker
February 2024 - June 2026 · 2 yrs 4 mos
Pruco Securities, LLC.Broker
November 2023 - January 2024 · 2 mos
Prudential Financial Planning Services
November 2023 - January 2024 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2012 - November 2023 · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - November 2023 · 11 yrs 7 mos
Morgan Stanley Smith Barney LLC
September 2010 - April 2012 · 1 yr 7 mos
Morgan Stanley Smith BarneyBroker
September 2010 - April 2012 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
April 2009 - September 2010 · 1 yr 5 mos
Wells Fargo Advisors, LLC
April 2009 - September 2010 · 1 yr 5 mos
Citigroup Global Markets INC.
March 2007 - April 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
December 2006 - April 2009 · 2 yrs 4 mos
State Registrations1 state
MD
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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