Taylor Jones is a registered investment advisor at Independent Financial Partners, based in Ramona, CA, with 19 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
Ramona, CA
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Regulatory History
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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Taylor is the owner of Jones Advisor, a business operating under a DBA, since March 2024. This activity is not investment-related.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
Vanguard CapitalBroker
State Registrations1 state
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.