Jeffrey C. Taylor

CRESCENT WEALTH ADVISORY

ATLANTA, GA 30339

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CRD#: 4134546

Professional summary

Jeffrey Cross Taylor, who also goes by Jeff C. Taylor, Jeff Taylor, Jeffrey C Taylor, is a registered financial advisor currently at CRESCENT WEALTH ADVISORY, LLC located in Atlanta, Georgia and M HOLDINGS SECURITIES, INC. located in Atlanta, Georgia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff C. Taylor | Jeff Taylor | Jeffrey C 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)Crescent Wealth Advisory, LLC; 200 Galleria Parkway Suite 1880 Atlanta, GA 30339; Fee Based Investment Advisory; Investment Related; Founder/Partner; Client acquisition and operations of Registered Investment Advisor; 3/9/2015; 40 hours per month; 40 hours per month during trading hours. 2)Crescent Wealth Management, Inc.; 200 Galleria Parkway Suite 1880 Atlanta, Ga 30330; Life Insurance; Investment Related; Partner/Principal; Sales and marketing for fixed life insurance; 8/1/2003; 160 hours per month; 160 hours per month during trading hours. 3)Lion Street; 515 Congress Avenue Suite 2500 Austin, TX 78701; Insurance Producer Group; Investment Related; Owner; Passive Owner; 12/1/2012; 0 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Cross 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

March 9, 2015 - Present

CRESCENT WEALTH ADVISORY, LLC

Office #1: 200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339

RIA

CRD#: 151156

ATLANTA, GA

Current

March 19, 2025 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 200 Galleria Parkway Suite 1880, Atlanta, GA 30339

RIA

CRD#: 43285

Atlanta, GA

Past

February 21, 2020 - March 26, 2025

LION STREET FINANCIAL, LLC

CRD#: 165828

ATLANTA, GA

Past

January 19, 2017 - February 21, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Atlanta, GA

Past

October 22, 2014 - January 12, 2016

STONEX SECURITIES INC.

CRD#: 18456

Atlanta, GA

Past

February 21, 2012 - December 31, 2014

CRESCENT WEALTH ADVISORY, LLC

RIA

CRD#: 151156

ATLANTA, GA

Past

September 30, 2009 - December 31, 2011

CRESCENT WEALTH ADVISORY, LLC

RIA

CRD#: 151156

ATLANTA, GA

Past

August 17, 2009 - October 23, 2014

NEWEDGE SECURITIES, LLC

CRD#: 10674

ATLANTA, GA

Past

September 2, 2003 - August 24, 2009

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ATLANTA, GA

Past

August 5, 2003 - August 24, 2009

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ATLANTA, GA

Past

March 5, 2003 - August 11, 2003

OSAIC FA, INC.

RIA

CRD#: 3978

ATLANTA, GA

Past

January 29, 2001 - August 11, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

January 29, 2001 - August 11, 2003

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

July 27, 2000 - January 31, 2001

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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

California
(3/19/2025)

Florida
(3/19/2025)

IAR

Georgia
(3/9/2015)

Georgia
(3/27/2025)

IAR

Louisiana
(9/18/2023)

Louisiana
(3/19/2025)

Nevada
(8/29/2025)

New York
(3/19/2025)

Pennsylvania
(3/19/2025)

South Carolina
(3/19/2025)

IAR

Tennessee
(6/22/2023)

Tennessee
(3/27/2025)

IAR

Texas
(4/28/2022)

Texas
(3/19/2025)

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

Series 63

Date: 7/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/26/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/16/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CRESCENT WEALTH ADVISORY, LLC

CRESCENT WEALTH ADVISORY, LLC | CRESCENT WEALTH CAPITAL MANAGEMENT, LLC

CRD#: 151156 / SEC#:

Georgia

Registered Investment Advisory firm - (3/9/2015 Approved)

Louisiana

Registered Investment Advisory firm - (9/18/2023 Approved)

Tennessee

Registered Investment Advisory firm - (6/21/2023 Approved)

Texas

Registered Investment Advisory firm - (4/28/2022 Conditional Restricted)

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Contact information

Main Address

200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339

Mailing Address

Phone number

(770) 431-1260

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 87,459,571

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

Jeffrey C. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

LION STREET FINANCIAL, LLC

PURSHE KAPLAN STERLING INVESTMENTS

STONEX SECURITIES INC.

CRESCENT WEALTH ADVISORY, LLC

CRESCENT WEALTH ADVISORY, LLC

NEWEDGE SECURITIES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/18/2000

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2001

Series 6

Date: 7/26/2000

Series 24

Date: 12/16/2004

FINRA

Current Firm

CRESCENT WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRESCENT WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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