Jordan Taylor is a registered investment advisor at LPL Financial LLC, based in Tulsa, OK, with 19 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
8931 S Yale Ave, Ste T, Tulsa, OK, 74137
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Regulatory History (1)
Customer Dispute
October 2012Other Business Activities
Jordan operates under the DBA J Taylor Private Wealth for his LPL business since 2022. Since 2020, Jordan has also provided investment advisory services through NewEdge Advisors, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Triad Advisors LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations8 states
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
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