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JT

John Hutson Taylor

JOHN H TAYLOR
JONES, OK
·CRD# 4846081·22 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

22 years in the financial services industry

Current & Past Employments

JOHN H TAYLOR, LLC·CRD# 154041
RIA
Jones, OK
August 31, 2010 - Present
WADDELL & REED·CRD# 866
RIA
Edmond, OK
December 8, 2004 - August 27, 2010
WADDELL & REED·CRD# 866
BD
Edmond, OK
November 10, 2004 - August 27, 2010

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Current Firm

JH
JOHN H TAYLOR, LLC

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

CRD#: 154041
Oklahoma
Registered Investment Advisory firm - Oklahoma (8/31/2010 Approved)
Texas
Registered Investment Advisory firm - Texas (5/3/2022 Conditional Restricted)

Contact Information

Main Address

Jones, OK

Phone Number

(405) 816-2759

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

138

AUM (Assets Under Management)

$16,747,337

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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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2004About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Nov 2004About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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