Jonathan A. Taylor

MAYFLOWER ADVISORS

BOSTON, MA 02110

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CRD#: 5354939

Professional summary

Jonathan Arthur Taylor, who also goes by Jonathan A Taylor, Jonathan Taylor, is a registered financial advisor currently at MAYFLOWER ADVISORS located in Boston, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jonathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan A Taylor | Jonathan 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.

Water Bear Ventures, LLC; Investment Related; Boston, MA. 02113; Managing Director; Partnership 25% ownership; 4/15/2022; approximately 10 hours per month Independent Contractor; Not Investment Related; Boston, MA. 02113; Independent Contract; Sole Proprietorship; 4/5/2022; approximately 2 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Arthur 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

July 28, 2020 - Present

MAYFLOWER ADVISORS

Office #1: 265 Franklin Street Suite 401, Boston, MA 02110

RIA

CRD#: 307857

BOSTON, MA

Past

July 17, 2020 - December 15, 2020

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

BOSTON, MA

Past

April 27, 2018 - July 21, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BOSTON, MA

Past

April 27, 2018 - July 21, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BOSTON, MA

Past

September 14, 2012 - April 30, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOSTON, MA

Past

August 14, 2012 - April 30, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOSTON, MA

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".

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 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

Massachusetts
(7/28/2020)

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: 9/13/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/13/2012

General Securities Representative Examination

Current Firm

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

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Contact information

Main Address

265 Franklin Street Suite 401, Boston, MA 02110

Mailing Address

Phone number

(617) 259-1767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,482
AUM (Assets Under Management)	$ 4,779,428,058

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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Advisor Monitoring

Firm Stability Insights

Jonathan A. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Arthur Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MAYFLOWER ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/13/2012

SIE

Date: 10/1/2018

Series 7

Date: 8/13/2012

Current Firm

MAYFLOWER ADVISORS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAYFLOWER ADVISORS

TRUST BUT VERIFY

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