Jason R. Taylor
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.
Jason R Taylor was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2000. Jason had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 12, 2015 - January 3, 2018
ORCHARD SECURITIES, LLC
January 3, 2011 - March 4, 2015
WELLS FARGO CLEARING SERVICES, LLC
May 30, 2007 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
February 7, 2001 - July 17, 2006
WELLS FARGO INVESTMENTS, LLC
February 3, 2001 - November 2, 2001
WELLS FARGO SECURITIES INC.
November 1, 2000 - February 1, 2001
MORGAN STANLEY DW INC.
May 5, 2000 - November 1, 2000
MORGAN STANLEY DEAN WITTER ONLINE INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ORCHARD SECURITIES, LLC
CRD#: 133378 / SEC#: , 8-66719
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CREEKSIDE LAND DEVELOPMENT, LLC | MEMBER | |
| FAR VISIONS, LLC | MEMBER | |
| NORTH CANYON ENTERPRISES, LLC | MEMBER | |
| TOTTENHAM INVESTMENTS, LLC | MEMBER | |
| TRIPLE CROWN SECURITES, LLC | MEMBER | |
| BADALAMENTI, CHARLES RICHARD | FINOP | 2065038 |
| BRADBURN, KEVIN CHRISTOPHER | MANAGER, CHIEF EXECUTIVE OFFICER | 2718206 |
| GARRETT, TAYLOR WESTON | PRESIDENT | 4829547 |
| HART, ADRIENNE YOST | CHIEF COMPLIANCE OFFICER | 1510179 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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