John H. Taylor

JOHN H TAYLOR

Jones, OK

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CRD#: 4846081

Professional summary

John Hutson Taylor is a registered financial advisor currently at JOHN H TAYLOR, LLC located in Jones, Oklahoma.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Own and operate a small cattle business located at my residence where I devote 20-40 hours monthly operating the business. Only approximately 5 hours monthly will be during normal trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Hutson 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

August 31, 2010 - Present

JOHN H TAYLOR, LLC

RIA

CRD#: 154041

Jones, OK

Past

December 8, 2004 - August 27, 2010

WADDELL & REED

RIA

CRD#: 866

EDMOND, OK

Past

November 10, 2004 - August 27, 2010

WADDELL & REED

CRD#: 866

EDMOND, OK

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

Oklahoma
(8/31/2010)

IAR

Texas
(5/3/2022)

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 66

Date: 12/6/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/9/2004

General Securities Representative Examination

Current Firm

JOHN H TAYLOR, LLC

JOHN H TAYLOR, LLC | JOHN H TAYLOR, REGISTERED INVESTMENT ADVISOR

CRD#: 154041 / SEC#:

Oklahoma

Registered Investment Advisory firm - (8/31/2010 Approved)

Texas

Registered Investment Advisory firm - (5/3/2022 Conditional Restricted)

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Contact information

Main Address

Jones, OK

Mailing Address

Phone number

(405) 816-2759

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	84
AUM (Assets Under Management)	$ 10,072,847

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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John H. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Hutson Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHN H TAYLOR, LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2004

Series 7

Date: 11/9/2004

Current Firm

JOHN H TAYLOR, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JOHN H TAYLOR, LLC

TRUST BUT VERIFY

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