Jason C. Taylor
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason C Taylor's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
October 18, 2022 - Present
TAYLORS FINANCIAL
Office #1: 4025 Automation Way D3, Fort Collins, CO 80525October 29, 2013 - September 26, 2022
ASPEN LEAF WEALTH MANAGEMENT, PBC
August 10, 2009 - October 25, 2013
VOYA FINANCIAL ADVISORS, INC.
July 2, 2009 - October 25, 2013
VOYA FINANCIAL ADVISORS, INC.
November 9, 2007 - January 26, 2009
PRUCO SECURITIES, LLC.
September 13, 2007 - January 26, 2009
PRUCO SECURITIES, LLC.
December 3, 2003 - January 25, 2008
TAYLORS ACCOUNTING & INCOME TAX
January 29, 2002 - December 31, 2003
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/18/2022)
(1/23/2023)
Exams
Current Firm
TAYLORS FINANCIAL
CRD#: 323416 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 143 |
| AUM (Assets Under Management) | $ 22,705,000 |
Red Flags
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