Jonathan D. Taylor

PATRIOT ASSET ADVISORS

Pataskala, OH 43062

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CRD#: 2161627

Professional summary

Jonathan David Taylor, who also goes by Jonathan Taylor, is a registered financial advisor currently at PATRIOT ASSET ADVISORS, LLC located in Pataskala, Ohio.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jonathan has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Taylor

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.

(1) JONATHAN TAYLOR; INVESTMENT RELATED; 7889 E BROAD ST SW, PO BOX 933, PATASKALA, OH 43062; LIFE INSURANCE; PRODUCER; STARTED 1/1/2017; APX 1 HOUR/MONTH, NONE DURING TRADING; PROVIDING LIFE INSURANCE AS PART OF FINANCIAL PLANNING WITH PROSPECTS AND CLIENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Taylor's CRS (Customer Relationship Summary).

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

Current

April 11, 2018 - Present

PATRIOT ASSET ADVISORS, LLC

Office #1: 7889 E Broad St Sw, Pataskala, OH 43062

RIA

CRD#: 293632

Pataskala, OH

Past

October 20, 2015 - February 16, 2018

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Pataskala, OH

Past

September 15, 2015 - February 16, 2018

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

PATASKALA, OH

Past

September 6, 2011 - November 13, 2015

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124446

PATASKALA, OH

Past

September 6, 2011 - September 29, 2015

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

PATASKALA, OH

Past

November 2, 2007 - September 8, 2011

EDWARD JONES

RIA

CRD#: 250

HEBRON, OH

Past

November 1, 2007 - September 8, 2011

EDWARD JONES

CRD#: 250

HEBRON, OH

Past

August 11, 2006 - November 26, 2007

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

HEBRON, OH

Past

July 27, 2006 - August 15, 2006

WADDELL & REED

RIA

CRD#: 866

DUBLIN, OH

Past

July 21, 2006 - August 15, 2006

WADDELL & REED

CRD#: 866

DUBLIN, OH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/11/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/4/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/2/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/20/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PATRIOT ASSET ADVISORS, LLC

PATRIOT ADVISORS | TAYLOR, JONATHAN | PATRIOT ASSET ADVISORS, LLC | PATRIOT ADVISORS, LLC

CRD#: 293632 / SEC#:

Ohio

Registered Investment Advisory firm - (4/11/2018 Approved)

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Contact information

Main Address

7889 E Broad St Sw, Pataskala, OH 43062

Mailing Address

Po Box 933, Pataskala, OH 43062

Phone number

(614) 944-5225

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	373
AUM (Assets Under Management)	$ 46,558,551

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan D. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

SUMMIT BROKERAGE SERVICES, INC.

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

J.P. TURNER & COMPANY, L.L.C.

EDWARD JONES

EDWARD JONES

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/4/2008

Series 63

Date: 7/2/1991

SIE

Date: 2/16/2018

Series 7

Date: 12/20/2007

Series 6

Date: 7/20/2006

Current Firm

PATRIOT ASSET ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PATRIOT ASSET ADVISORS, LLC

TRUST BUT VERIFY

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