NJ

Nathan E. Jones

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CRD#: 1255157
NJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nathan Elwin Jones was a registered financial professional .

Nathan is a previously registered financial professional and started their career in finance in 2012. Nathan had worked at 2 firms and has passed the Series 63 and Series 65 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 22, 2018 - December 9, 2019

TAYLOR CREEK CAPITAL

RIA
CRD#: 291080
RENO, NV
Past

March 26, 2012 - October 15, 2025

USDR INVESTMENT MANAGEMENT

RIA
CRD#: 157472
RENO, NV

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
State Security Law Exam

Current Firm


TC
TAYLOR CREEK CAPITAL
TAYLOR CREEK CAPITAL | WJ INVESTMENTS (DBA USDR INVESTMENT MANAGEMENT) | TAYLOR CREEK CAPITAL LLC

CRD#: 291080 / SEC#:

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Contact information


Main Address
527 Lander Street, Reno, NV 89509
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TAYLOR CREEK CAPITAL

CRD#: 291080

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