Jonathan A. Taylor

BARROW HANLEY GLOBAL INVESTORS

Dallas, TX 75201-2761

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CRD#: 5680101

Professional summary

Jonathan Andrew Taylor, CFA, who also goes by Jon Taylor, Jonathan A Taylor, Jonathan Taylor, is a registered financial advisor currently at BARROW HANLEY GLOBAL INVESTORS located in Dallas, Texas.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jonathan has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Taylor | 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Andrew 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®

CFA

Chartered Financial Analyst

Experience

Current

November 15, 2016 - Present

BARROW HANLEY GLOBAL INVESTORS

Office #1: 2200 Ross Avenue 31st Floor, Dallas, TX, 75201-2761

RIA

CRD#: 105519

Dallas, TX

Past

February 16, 2016 - September 14, 2016

SUMMIT ADVISOR SOLUTIONS

RIA

CRD#: 118581

DALLAS, TX

Past

April 7, 2014 - June 27, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

DALLAS, TX

Past

January 28, 2010 - September 14, 2016

FORTITUDE ADVISORY GROUP L.L.C.

RIA

CRD#: 116083

DALLAS, TX

Past

August 25, 2009 - April 8, 2014

ARGENTUS SECURITIES, LLC

CRD#: 45915

DALLAS, 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".

BARROW HANLEY GLOBAL INVESTORS

BARROW HANLEY GLOBAL INVESTORS | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | BARROW HANLEY MEWHINNEY & STRAUSS INC | BARROW HANLEY GLOBAL INVESTORS

CRD#: 105519 / SEC#: 801-31237

RIA

Registered Investment Advisory firm - (12/31/1987 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
(11/15/2016)

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: 12/17/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/24/2009

General Securities Representative Examination

Current Firm

BARROW HANLEY GLOBAL INVESTORS

BARROW HANLEY GLOBAL INVESTORS | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | BARROW HANLEY MEWHINNEY & STRAUSS INC | BARROW HANLEY GLOBAL INVESTORS

CRD#: 105519 / SEC#: 801-31237

RIA

Registered Investment Advisory firm - (12/31/1987 Approved)

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Contact information

Main Address

2200 Ross Avenue 31st Floor, Dallas, TX, 75201-2761

Mailing Address

Phone number

(214) 665-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BARROW HANLEY FORM ADV PART 2A 03.27.25 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	276
AUM (Assets Under Management)	$ 53,255,290,889

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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Jonathan A. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BARROW HANLEY GLOBAL INVESTORS

SUMMIT ADVISOR SOLUTIONS

PURSHE KAPLAN STERLING INVESTMENTS

FORTITUDE ADVISORY GROUP L.L.C.

ARGENTUS SECURITIES, LLC

Primary Firm SEC Registration

BARROW HANLEY GLOBAL INVESTORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2009

Series 7

Date: 8/24/2009

Current Firm

BARROW HANLEY GLOBAL INVESTORS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARROW HANLEY GLOBAL INVESTORS

TRUST BUT VERIFY

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