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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.

top-8-questions

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.
Mr. Jones is an employee of Legalist and is the Head of DIP Underwriting. He started part time with Legalist in August of 2019 with up to 10 hours a week and went full-time in November, 2020. Duties performed by Mr. Jones involve underwiring for DIP loans Mr. Jones is not a principle, owner, or partner at Legalist. The business of Legalist is investment related and invests in litigation finance and DIP Loans. The address is: 10120 W Flamingo Rd. #3015 Las Vegas, NV 89147 Mr. Jones is also a Co-Trustee of the Liquidating Trusts of USDR Investment Management. Hours are minimal and includes reviewing remaining positions and whether a triggering event has occurred to monetize remaining investments to distribute back to beneficiaries. There is no compensation for services rendered. Address is 527 Lander Street, Reno, NV

Blog Corner

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
RR
Series 63
Date: 6/3/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/24/2012
Uniform Investment Adviser Law Examination

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

Documents

Latest Form ADV

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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