Jordan Taylor
Jordan Taylor is a CFP-designated registered investment advisor at Founders Financial Securities, LLC, based in Towson, MD, with 15 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 Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
1020 Cromwell Bridge Rd, 2nd Floor, Towson, MD, 21286
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan operates Brooks Financial Group as a DBA for investment-related business, offering annuities, investments, insurance, and investment advisory services. This activity takes nearly all of Jordan's time.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
State Registrations19 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
More Advisors
- Joseph Knight, CFPFounders Financial Securities, LLC
- Matthew Jones, CFPFounders Financial Securities, LLC
- Bradley Shepherd, ChFCFounders Financial Securities, LLC
- Brian Zabora, CFAFounders Financial Securities, LLC
- Peter Murphy, CFAFounders Financial Securities, LLC
- Christopher Dipietro, CFPFounders Financial Securities, LLC