John C. Taylor

ICON WEALTH PARTNERS

Houston, TX 77056

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CRD#: 5213684

Professional summary

John Craig Taylor, who also goes by Craig Taylor, is a registered financial advisor currently at ICON WEALTH PARTNERS located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig 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.

John Taylor is dually-registered with Icon Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). John Taylor has served as an investment advisor representative for Icon Wealth Partners, LLC and a registered representative with PKS since 10/2020. Business is conducted from Houston, TX. Approximately 90% of John Taylor's time is for services as an investment advisor representative and the balance as a registered representative.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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 1, 2022 - Present

ICON WEALTH PARTNERS

Office #1: 1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

RIA

CRD#: 319609

Houston, TX

Past

November 11, 2020 - August 1, 2022

ICON WEALTH PARTNERS, LLC

RIA

CRD#: 283098

HOUSTON, TX

Past

July 6, 2020 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Houston, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ICON WEALTH PARTNERS

ICON WEALTH ADVISORS, LLC | ICON WEALTH PARTNERS

CRD#: 319609 / SEC#: 801-125893

RIA

Registered Investment Advisory firm - (6/21/2022 Approved)

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

Texas
(8/1/2022)

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: 7/30/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/6/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/17/2020

Securities Industry Essentials Examination

Current Firm

ICON WEALTH PARTNERS

ICON WEALTH ADVISORS, LLC | ICON WEALTH PARTNERS

CRD#: 319609 / SEC#: 801-125893

RIA

Registered Investment Advisory firm - (6/21/2022 Approved)

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Contact information

Main Address

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

Mailing Address

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

Phone number

(713) 904-5020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ICON WEALTH ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	4,238
AUM (Assets Under Management)	$ 2,254,300,468

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 C. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ICON WEALTH PARTNERS

ICON WEALTH PARTNERS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

ICON WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2020

Series 7TO

Date: 7/6/2020

SIE

Date: 3/17/2020

Current Firm

ICON WEALTH PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ICON WEALTH PARTNERS

TRUST BUT VERIFY

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