JT
JT

Jennifer Kristie Taylor

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

835 Main Street, Building 200, Buda, TX, 78610

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History

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.

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Other Business ActivitiesSells Insurance

Jennifer is a senior partner at E3 Wealth, dedicating nearly full-time hours to independent comprehensive financial planning and insurance sales. She also owns Southwest Texas Sports, an indoor baseball and softball training facility, and is involved in several other investment-related and business expense-related entities, including JKT Wealth, LLC, LMFB, TRANSCE3ND, and MQT, LLC.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
July 2022 - Present · 3 yrs 7 mos
Transce3nd LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Kalos Management
July 2017 - August 2022 · 5 yrs 1 mo
Kalos Capital, INC.Broker
July 2017 - August 2022 · 5 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
February 2017 - July 2017 · 5 mos
National Planning CorporationBroker
March 2011 - July 2017 · 6 yrs 4 mos
State Registrations37 states
AKALARAZCACOCTDCFLGAHIIDILLAMDMIMNMOMTNCNDNJNMNVNYOHOKORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.