Jeffrey E. Taylor

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner

QUEEN CREEK, AZ

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CRD#: 2579974

Professional summary

Jeffrey Eugene Taylor, CFP®, who also goes by Jeffrey Eugene Taylor, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Queen Creek, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Chandler, Arizona.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 24, Series 10 and Series 9 exams.

Biography

I believe in making the complex, simpler. By providing clear and straightforward education, I help people progress towards their financial goals. I do this by focusing on the unique situation, including loved ones, what savings are for, and what is important.

Question & Answer

What are your service offerings?

Insurance Planning

Estate Planning

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Eugene 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Eugene Taylor's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2014

Education

Auburn University

Master of Business Administration (MBA) - Business

2004

California Coast University

Bachelor of Business Administration - Business

1994

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226

RIA

CRD#: 104555

QUEEN CREEK, AZ

Current

December 20, 2016 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226

CRD#: 7784

Chandler, AZ

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

CHANDLER, AZ

Past

January 13, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CHANDLER, AZ

Past

April 16, 2015 - October 5, 2016

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

PHOENIX, AZ

Past

March 31, 2015 - October 5, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

PHOENIX, AZ

Past

January 5, 2010 - March 19, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SAN DIEGO, CA

Past

January 4, 2010 - March 19, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SAN DIEGO, CA

Past

June 15, 2005 - December 7, 2009

CHOREO, LLC

RIA

CRD#: 111221

PHOENIX, AZ

Past

June 13, 2005 - December 7, 2009

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

LAS VEGAS, NV

Past

July 1, 2003 - June 7, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SARASOTA, FL

Past

July 1, 2003 - June 7, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 8, 1997 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

SARASOTA, FL

Past

January 16, 1997 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 8, 1995 - January 29, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(12/20/2016)

IAR

Arizona
(3/31/2025)

California
(3/21/2017)

Colorado
(2/12/2021)

Connecticut
(7/21/2023)

Florida
(8/11/2017)

Georgia
(3/25/2023)

Hawaii
(7/11/2023)

Illinois
(8/10/2017)

Kansas
(8/14/2017)

Louisiana
(10/9/2025)

Maryland
(4/21/2023)

Massachusetts
(8/10/2017)

Michigan
(3/25/2023)

Minnesota
(7/18/2022)

Mississippi
(5/3/2023)

Missouri
(3/25/2023)

Nevada
(12/5/2023)

New Mexico
(8/10/2017)

North Carolina
(8/14/2017)

Ohio
(6/13/2022)

Oregon
(8/23/2017)

Pennsylvania
(3/18/2025)

Texas
(3/1/2024)

IAR

Texas
(3/31/2025)

Utah
(5/17/2022)

Washington
(5/3/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/5/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/28/2000

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 5/2/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/7/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/26/2006

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 12/4/1999

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/4/1999

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jeffrey E. Taylor

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Eugene Taylor's CRS (Customer Relationship Summary).

Certified licenses

Education

Auburn University

California Coast University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHOREO, LLC

BIRCHTREE FINANCIAL SERVICES LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/1995

Series 63

Date: 3/22/1995

SIE

Date: 10/1/2018

Series 3

Date: 6/28/2000

Series 31

Date: 5/2/1996

Series 7

Date: 3/7/1995

Series 24

Date: 6/26/2006

Series 10

Date: 12/4/1999

Series 9

Date: 12/4/1999

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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