Jason C. Taylor

TAYLORS FINANCIAL

FORT COLLINS, CO 80525

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CRD#: 4470837

Professional summary

Jason C Taylor, CFP®, who also goes by Jason Cleve Taylor, is a registered financial advisor currently at TAYLORS FINANCIAL located in Fort Collins, Colorado.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Cleve 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) TAYLOR'S ACCOUNTING & INCOME TAX,NO,1708 KIPLING, LAKEWOOD, CO 80215,TAX PLANNING & PREPARATION,ACCOUNTANT,02/01/1998,4,4,TAX PLANNING & PREPARATION. 2) JASON TAYLOR,NO,LAKEWOOD, CO,PROPERTY MANAGEMENT,COLLECT RENT,05/01/2009,4,4,COLLECT RENTS. 3) Jason C Taylor is a children's author with Blue Shoe Books, LLC. Less than one hour a month is spent on this activity. 4) Taylor Financial Planning Inc.; Not Investment Related; Tax Planning and Tax Preparation; Owner. 5) FTC Evergreen LLC; Not Investment Related; LLC owns the commercial office where the firm's primary office is located; Owner. 6) 365 Tax Strategy; Investment Related: No; 4025 Automation Way, D3 Fort Collins CO 80525 USA; Position Title: Tax Preparer & Planner; Responsibilities Duties: Prepare Tax Returns and complete personal and Business Tax Plans; Start date: 2024-01-01; Hours per month during trading hours: 60; Hours per month outside trading hours: 20. 7) name; Team Treasurer for 2012 Arsenal Blue investment-related; No address; 2721 S College Ave Fort Collins CO 80525 position; Team Treasurer start date; 2025-07-23 hours/month devoted to business; 4 hours devoted to business during securities trading hours; 1 duties; Create a budget for the team, collect and deposit funds. Pay team expenses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason C 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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

October 18, 2022 - Present

TAYLORS FINANCIAL

Office #1: 4025 Automation Way D3, Fort Collins, CO 80525

RIA

CRD#: 323416

FORT COLLINS, CO

Past

October 29, 2013 - September 26, 2022

ASPEN LEAF WEALTH MANAGEMENT, PBC

RIA

CRD#: 165676

LAKEWOOD, CO

Past

August 10, 2009 - October 25, 2013

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

LAKEWOOD, CO

Past

July 2, 2009 - October 25, 2013

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

LAKEWOOD, CO

Past

November 9, 2007 - January 26, 2009

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

LAKEWOOD, CO

Past

September 13, 2007 - January 26, 2009

PRUCO SECURITIES, LLC.

CRD#: 5685

LAKEWOOD, CO

Past

December 3, 2003 - January 25, 2008

TAYLORS ACCOUNTING & INCOME TAX

RIA

CRD#: 128786

LAKEWOOD, CO

Past

January 29, 2002 - December 31, 2003

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Colorado
(10/18/2022)

IAR

Texas
(1/23/2023)

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

Series 63

Date: 11/2/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/16/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/12/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TAYLORS FINANCIAL

FTC PROSPERITY ADVISORS | TAYLORS FINANCIAL

CRD#: 323416 / SEC#:

Colorado

Registered Investment Advisory firm - (10/18/2022 Approved)

Texas

Registered Investment Advisory firm - (1/23/2023 Approved)

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Contact information

Main Address

4025 Automation Way D3, Fort Collins, CO 80525

Mailing Address

Phone number

(970) 584-9551

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	135
AUM (Assets Under Management)	$ 21,505,632

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jason C. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason C Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPEN LEAF WEALTH MANAGEMENT, PBC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

TAYLORS ACCOUNTING & INCOME TAX

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/2/2007

Series 65

Date: 9/16/2003

Series 7

Date: 10/7/2008

Series 6

Date: 9/12/2007

Current Firm

TAYLORS FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TAYLORS FINANCIAL

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