Randall J. Taylor

ASCEND WEALTH MANAGEMENT LLC

EAGLE, ID

Some features on this profile are disabled

CRD#: 4680446

Professional summary

Randall Jason Taylor, who also goes by Jason Taylor, is a registered financial advisor currently at ASCEND WEALTH MANAGEMENT LLC located in Eagle, Idaho.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Randall has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason 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.

*J T FINANCIAL, INC; 3-16-2012 TO PRESENT; IT IS FOR MY FINANCIAL BUSINESS. EAGLE ID 83616 *ASCEND FINANCIAL ADVISORS; 08/2024- PRESENT; FIXED BUSINESS; EAGLE ID 83616 *INTERWEST INVESTMENT ADVISORS, INC; 09/2014- PRESENT; IAR; NAMPA ID

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Jason 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

September 30, 2024 - Present

ASCEND WEALTH MANAGEMENT LLC

RIA

CRD#: 333076

EAGLE, ID

Past

September 2, 2014 - March 20, 2025

INTERWEST INVESTMENT ADVISORS, INC

RIA

CRD#: 142840

BOISE, ID

Past

October 18, 2007 - September 2, 2014

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

RIA

CRD#: 135288

EAGLE, ID

Past

June 5, 2006 - September 2, 2014

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288

EAGLE, ID

Past

May 28, 2004 - June 15, 2006

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

NAMPA, ID

Past

August 19, 2003 - June 2, 2004

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

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

Idaho
(9/30/2024)

IAR

Nevada
(11/15/2024)

IAR

Washington
(1/2/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/28/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/18/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASCEND WEALTH MANAGEMENT LLC

CRD#: 333076 / SEC#:

Idaho

Registered Investment Advisory firm - (9/30/2024 Approved)

Nevada

Registered Investment Advisory firm - (11/14/2024 Approved)

Washington

Registered Investment Advisory firm - (1/2/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Eagle, ID

Mailing Address

P.o. Box 1564, Eagle, ID 83616

Phone number

(208) 412-9294

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Randall J. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ASCEND WEALTH MANAGEMENT LLC

INTERWEST INVESTMENT ADVISORS, INC

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

SECURIAN FINANCIAL SERVICES, INC.

WS GRIFFITH SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2007

Series 63

Date: 7/30/2003

Series 6

Date: 8/18/2003

Current Firm

ASCEND WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

ASCEND WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors