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Christopher Jordan Taylor

5 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.10%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

706 N Main St, Ofallon, MO, 63366

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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 Activities

Christopher works full-time as a Financial Analyst for the University of California, Santa Cruz, focusing on budget planning, fiscal analysis, financial reporting, and policy management. He dedicates nearly full-time hours during security trade hours to this role.

Employment History
Current Registrations
Core Planning
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Edward Jones
May 2021 - November 2022 · 1 yr 6 mos
Edward JonesBroker
May 2021 - November 2022 · 1 yr 6 mos
Northwestern Mutual Investment Services,llc
April 2020 - March 2021 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 2020 - March 2021 · 11 mos
Edward Jones
March 2019 - March 2019 · 0 mos
Edward JonesBroker
January 2019 - March 2019 · 2 mos
State Registrations2 states
ALMO
Advisor
Exams
No exam information available for this advisor.