Jill Taylor Gordon
Professional summary
Jill Taylor Gordon, who also goes by Jill Wallentine Taylor, Jill Taylorgordon, Jill Taylor Gordon, is a registered financial advisor currently at TAYLOR FINANCIAL CONSULTING located in Lantana, Texas.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Jill has worked at 5 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 Jill Taylor Gordon's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2017 - Present
TAYLOR FINANCIAL CONSULTING
Office #1: 8204 Tyler, Lantana, TX 76226May 19, 1995 - September 9, 2010
OSAIC WEALTH, INC.
May 19, 1995 - September 9, 2010
OSAIC WEALTH, INC.
February 7, 1992 - December 31, 1994
AMERICAN EXPRESS SERVICE CORPORATION
October 25, 1990 - May 19, 1995
IDS LIFE INSURANCE COMPANY
October 25, 1990 - May 19, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2017)
Exams
Current Firm
TAYLOR FINANCIAL CONSULTING
CRD#: 114577 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 868,000 |
Red Flags
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