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JT

Jack R. Tayan

TAYAN CAPITAL MANAGEMENT
Menlo Park, CA 94025
Some features on this profile are disabled
CRD#: 5162658
JT

Professional summary

Jack Ronald Tayan is a registered financial advisor currently at TAYAN CAPITAL MANAGEMENT, LLC located in Menlo Park, California.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jack has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Ronald Tayan'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

May 14, 2020 - Present

TAYAN CAPITAL MANAGEMENT, LLC

Office #1: 1135 Trinity Drive, Menlo Park, CA 94025
RIA
CRD#: 140864
Menlo Park, CA
Past

August 28, 2006 - November 6, 2014

TAYAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 140864
MENLO PARK, CA

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
California
(5/14/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/14/2020
Uniform Investment Adviser Law Examination

Current Firm

TC
TAYAN CAPITAL MANAGEMENT, LLC
TAYAN CAPITAL MANAGEMENT, LLC

CRD#: 140864 / SEC#:

California
Registered Investment Advisory firm - (5/14/2020 Approved)
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Contact information

Main Address
Menlo Park, CA
Mailing Address
Phone number
(650) 854-6671
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts11
AUM (Assets Under Management)$ 36,189,189

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
CaliforniaERA - Withdrawn3/20/2020

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.

Company Information

TAYAN CAPITAL MANAGEMENT, LLC

CRD#: 140864Menlo Park, CA 94025

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