Bryan S. Taylor
Professional summary
Bryan S. Taylor, who also goes by Bryan Steven Taylor, Bryan Taylor, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.
Bryan is registered as a RR (Registered Representative) and started their career in finance in 2003. Bryan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bryan S. Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 13, 2013 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 1111 Polaris Parkway, Columbus, OH 43240October 1, 2012 - August 13, 2013
J.P. MORGAN SECURITIES LLC
October 1, 2012 - August 13, 2013
J.P. MORGAN SECURITIES LLC
June 28, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
June 27, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
February 17, 2011 - June 3, 2011
WADDELL & REED
February 16, 2011 - June 3, 2011
WADDELL & REED
December 3, 2010 - February 10, 2011
EDWARD JONES
October 12, 2010 - February 10, 2011
EDWARD JONES
December 5, 2006 - October 11, 2010
NATIONWIDE INVESTMENT ADVISORS, LLC
October 4, 2006 - December 5, 2006
NATIONWIDE INVESTMENT SERVICES CORPORATION
July 21, 2006 - October 11, 2010
NATIONWIDE INVESTMENT SERVICES CORPORATION
July 6, 2005 - July 18, 2006
CHASE INVESTMENT SERVICES CORP.
April 2, 2003 - July 6, 2005
BANC ONE SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/5/2022)
(1/13/2016)
(7/11/2022)
(1/5/2022)
(7/11/2022)
(1/5/2022)
(7/11/2022)
(1/13/2016)
(1/5/2022)
(1/5/2022)
(8/13/2013)
(1/5/2022)
(1/5/2022)
(7/11/2022)
(1/5/2022)
(1/2/2018)
Exams
FINRA
Current Firm
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD#: 102920 / SEC#: 801-64031, 8-52182
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| DONOHUE, JOHN THOMAS | DIRECTOR | 2372302 |
| HOFFMANN, JAMES ARTHUR | CHIEF ADMINISTRATIVE OFFICER | 1949574 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | PRESIDENT AND DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
| STRIFE, LOREN T | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | 5393453 |
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.
