Sherry Jo Taylor
Professional Summary
Sherry Jo Taylor, who also goes by Sherry Jo Carson, Sherry Jo Dowe, Sherry Jo Jones, Sherry Taylor, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Orange, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Orange, California. Sherry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Sherry has worked at 8 firms and has passed the Series 66, SIE...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sherry Jo Carson, Sherry Jo Dowe, Sherry Jo Jones, Sherry Taylor
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Videos & Posts
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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.
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Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE INCOMOLOGISTS | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILLS WEALTH PLANNING | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RKC FINANCIAL | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH MANAGEMENT | PLANNING RESOURCES, INC. | PILKINGTON FINANCIAL GROUP, LLC | PERFECTED WEALTH MANAGEMENT | PELLER WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PAJAK FINANCIAL SERVICES | OSWEGO WEALTH MANAGEMENT | ONE VISION FINANCIAL | NOW FINANCIAL | NEXT LEVEL ADVISOR | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LONGBOAT KEY WEALTH MANAGEMENT | LEIGH WEALTH MANAGEMENT GROUP, LLC | KNOX GROVE FINANCIAL LLC | KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | HERITAGE LINE WEALTH MANAGEMENT | HARRIS MATHIAS WEALTH MANAGEMENT | GOING FINANCIAL | GENESIS WEALTH PARTNERS | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ESTATE SOLUTION PLANNERS INC. | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | CONVERGE WEALTH PARTNERS | COLORADO FINANCIAL PLANNING GROUP, INC. | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | CAPITAL WEALTH PLANNERS, LLC | CAPITAL INSIGHT FINANCIAL GROUP | CAGGIANO WEALTH PARTNERS | BRIDGES WEALTH MANAGEMENT | BLUE RIDGE WEALTH MANAGEMENT | BLUE HILLS WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNERS | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BARBER FINANCIAL CO., INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ARKTOS WEALTH MANAGEMENT | ANTHONY BARRESE ASSET MANAGEMENT | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMERIFLEX FINANCIAL | AMENITY WEALTH
Contact Information
Main Address
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113Phone Number
(702) 987-9730# of Employees
201SEC notice filing (41 States and Territories)
Registered to provide investment advisory services in 41 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
30,843AUM (Assets Under Management)
$9,658,302,770Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE INCOMOLOGISTS | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILLS WEALTH PLANNING | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RKC FINANCIAL | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH MANAGEMENT | PLANNING RESOURCES, INC. | PILKINGTON FINANCIAL GROUP, LLC | PERFECTED WEALTH MANAGEMENT | PELLER WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PAJAK FINANCIAL SERVICES | OSWEGO WEALTH MANAGEMENT | ONE VISION FINANCIAL | NOW FINANCIAL | NEXT LEVEL ADVISOR | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LONGBOAT KEY WEALTH MANAGEMENT | LEIGH WEALTH MANAGEMENT GROUP, LLC | KNOX GROVE FINANCIAL LLC | KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | HERITAGE LINE WEALTH MANAGEMENT | HARRIS MATHIAS WEALTH MANAGEMENT | GOING FINANCIAL | GENESIS WEALTH PARTNERS | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ESTATE SOLUTION PLANNERS INC. | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | CONVERGE WEALTH PARTNERS | COLORADO FINANCIAL PLANNING GROUP, INC. | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | CAPITAL WEALTH PLANNERS, LLC | CAPITAL INSIGHT FINANCIAL GROUP | CAGGIANO WEALTH PARTNERS | BRIDGES WEALTH MANAGEMENT | BLUE RIDGE WEALTH MANAGEMENT | BLUE HILLS WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNERS | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BARBER FINANCIAL CO., INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ARKTOS WEALTH MANAGEMENT | ANTHONY BARRESE ASSET MANAGEMENT | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMERIFLEX FINANCIAL | AMENITY WEALTH
State Registrations and Notice Filings
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(11/1/2022)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Sherry Jo Taylor's CRS (Customer Relationship Summary).
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