Johnathan Taylor is a registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 10 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1101 E Main St, Suite 301, Bozeman, MT, 59715
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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.
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Johnathan is a board member/vice president of Headwaters Community Housing Trust and a board member of Gallatin Valley YMCA, both non-profit organizations. He dedicates minimal time to Headwaters and a few hours per week to the YMCA, some of which occurs during securities trading hours.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations21 states
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