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JT

John W. Taylor

ANCHOR FINANCIAL SERVICES, CPA, PA
Stuart, FL 34994
Some features on this profile are disabled
CRD#: 5558770
JT

Professional summary

John W Taylor JR., who also goes by Jay Taylor, John W Taylor, is a registered financial advisor currently at ANCHOR FINANCIAL SERVICES, CPA, PA located in Stuart, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jay Taylor | John W 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John W Taylor JR.'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

September 16, 2008 - Present

ANCHOR FINANCIAL SERVICES, CPA, PA

Office #1: 955 Se Federal Highway Suite 102, Stuart, FL 34994
RIA
CRD#: 147408
Stuart, FL

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
Florida
(9/16/2008)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2008
Uniform Investment Adviser Law Examination

Current Firm

AF
ANCHOR FINANCIAL SERVICES, CPA, PA
ANCHOR FINANCIAL SERVICES, CPA, PA | KENNEY & TAYLOR, CPAS, PA

CRD#: 147408 / SEC#:

Florida
Registered Investment Advisory firm - (9/16/2008 Approved)
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Contact information

Main Address
955 Se Federal Highway Suite 102, Stuart, FL 34994
Mailing Address
Phone number
(772) 287-8964
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts28
AUM (Assets Under Management)$ 10,293,813

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

ANCHOR FINANCIAL SERVICES, CPA, PA

CRD#: 147408Stuart, FL 34994

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