JT
CFA
JT
CFA
Jeremy Taylor is a CFA-designated registered investment advisor at Federated Securities CORP., based in Boston, MA, with 16 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
224 advisors
IM Fee
Planning only
Loading...
Location
125 High Street, Oliver Street Tower, 21st Floor, Boston, MA, 02110
Get directionsHistory
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
Federated Securities CORP.
October 2025 - Present · 11 mos
Federated Investment Counseling
October 2025 - Present · 11 mos
Federated Global Investment Management CORP.
October 2025 - Present · 11 mos
Mdt Advisers, a Division of Federated Mdta LLC
October 2025 - Present · 11 mos
Federated Securities CORP.
October 2025 - Present · 11 mos
Federated Securities CORP.Broker
October 2025 - Present · 11 mos
Previous Registrations
Catholic Investment Services, INC.
June 2020 - February 2025 · 4 yrs 8 mos
Foreside Fund Services, LLCBroker
March 2019 - January 2025 · 5 yrs 10 mos
Natixis Advisors, L.P.
February 2013 - March 2019 · 6 yrs 1 mo
Natixis Distribution, L.P.Broker
February 2013 - March 2019 · 6 yrs 1 mo
John Hancock Distributors LLCBroker
February 2012 - December 2012 · 10 mos
Manulife Asset Management (US) LLC
November 2010 - February 2013 · 2 yrs 3 mos
John Hancock Funds, LLCBroker
November 2010 - February 2013 · 2 yrs 3 mos
John Hancock Distributors LLCBroker
September 2010 - November 2010 · 2 mos
John Hancock Advisers, LLC
September 2010 - December 2010 · 3 mos
Princor Financial Services Corporation
February 2008 - September 2008 · 7 mos
Princor Financial Services CorporationBroker
January 2008 - September 2008 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - January 2008 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2007 - January 2008 · 11 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.