Justin Taillon
Justin Taillon is a registered investment advisor at Merit Financial Advisors, based in Mechanicsburg, PA, with 10 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B 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% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
4550 Lena Dr, Suite 101, Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History (1)
Criminal
February 2013Other Business ActivitiesSells Insurance
Justin works full-time as a wealth manager at Merit Financial Advisors. He also sells fixed insurance and annuities through PKS Financial, dedicating a few hours per week, and is a registered representative with Purshe Kaplan Sterling Investments.
Employment History
Current Registrations
Merit Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Zimmermann Investment Management & Planning LLC
Court Place Advisors LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
State Registrations5 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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