James H. Taylor
Professional summary
James Hazelwood Taylor MR., who also goes by James Hazelwood Taylor, Jamie Taylor, is a registered financial advisor currently at TAYLOR FINANCIAL MANAGEMENT INC located in Bexley, Ohio.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. James has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Hazelwood Taylor MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2004 - Present
TAYLOR FINANCIAL MANAGEMENT INC
Office #1: 2700 E. Main Street, Bexley, OH 43209October 7, 1987 - January 23, 1995
FIFTH THIRD SECURITIES, INC.
November 19, 1985 - December 5, 1986
INVEST FINANCIAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/27/2004)
(7/1/2019)
Exams
Current Firm
TAYLOR FINANCIAL MANAGEMENT INC
CRD#: 121131 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 39,346,939 |
Red Flags
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