JT
Jennifer K. Taylor
TRANSCE3ND LLC
BUDA, TX 78610
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CRD#: 5886419
JT
Professional summary
Jennifer Kristie Taylor, who also goes by Jennifer K Blossom, Jennifer Taylor, is a registered financial advisor currently at TRANSCE3ND LLC located in Buda, Texas and MADISON AVENUE SECURITIES, LLC located in Buda, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jennifer has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer K Blossom | Jennifer 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.
1) E3 WEALTH POSITION: Senior Partner NATURE: Independent Comprehensive Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2015 ADDRESS: 835 MAIN STREET BUILDING #200, BUDA, TX 78610, United States DESCRIPTION: Insurance sales 2) T5 EQUITY HOLDINGS/DBA SOUTHWEST TEXAS SPORTS POSITION: Owner NATURE: This is an indoor baseball and softball training facility that provides cage rentals, individual lessons and instruction. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 602 South Loop 4, Buda TX 78610, United States DESCRIPTION: As owner I mainly oversee our coaches and staff as well as handle bookkeeping 3) JKT WEALTH, LLC POSITION: Member NATURE: Limited Liability Company for Business expenses incurred for business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2018 ADDRESS: Buda TX 78610, United States DESCRIPTION: Only member of the Limited Liability Company for business expense. 4) LMFB POSITION: Manager NATURE: Private Investment group. INVESTMENT RELATED: Yes NUMBER OF HOURS: <1 SECURITIES TRADING HOURS: <1 START DATE: 3/2022 5) TRANSCE3ND POSITION: Advisor NATURE: Registered Investment Advisory firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/2022 ADDRESS: 835 MAIN STREET BUILDING #200, BUDA, TX 78610, United States DESCRIPTION: Investment Adviser Representative. 6) Name: MQT, LLC; Address: Kyle, Texas; Investment Related: No; Position: Partner; Duties: Passive Investor - Holds Real Estate to be developed into an office building; Hours Per Week: Less than 2 hour per week; Start Date: 7/1/2022
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Kristie Taylor'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®
NoneExperience
Current
July 3, 2022 - Present
TRANSCE3ND LLC
Office #1: 835 Main Street Building 200, Buda, TX 78610RIA
CRD#: 317745
BUDA, TX
Current
July 31, 2022 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 835 Main Street, Building #200, Buda, TX 78610RIA
BD
CRD#: 23224
Buda, TX
Past
July 7, 2017 - August 1, 2022
KALOS MANAGEMENT
RIA
CRD#: 133025
Kyle, TX
Past
July 7, 2017 - August 1, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Kyle, TX
Past
February 21, 2017 - July 10, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
KYLE, TX
Past
March 14, 2011 - July 10, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
KYLE, 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".
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/31/2022)
RR
Alaska(7/31/2022)
RR
Arizona(7/31/2022)
RR
Arkansas(7/31/2022)
RR
California(7/31/2022)
RR
Colorado(7/31/2022)
RR
Connecticut(7/31/2022)
RR
District of Columbia(7/31/2022)
RR
Florida(7/31/2022)
RR
Georgia(3/16/2023)
RR
Hawaii(11/1/2022)
RR
Idaho(7/31/2022)
RR
Illinois(7/31/2022)
RR
Louisiana(11/27/2024)
RR
Maryland(7/31/2022)
RR
Michigan(7/31/2022)
RR
Minnesota(7/31/2022)
RR
Missouri(11/26/2024)
RR
Montana(7/31/2022)
RR
Nevada(7/31/2022)
RR
New Jersey(7/31/2022)
RR
New Mexico(7/31/2022)
RR
New York(7/31/2022)
RR
North Carolina(8/3/2022)
RR
North Dakota(7/31/2022)
RR
Ohio(8/1/2022)
RR
Oklahoma(7/31/2022)
RR
Oregon(7/31/2022)
RR
Pennsylvania(7/31/2022)
RR
South Carolina(7/31/2022)
RR
South Dakota(7/31/2022)
IAR
Texas(7/3/2022)
RR
Texas(7/31/2022)
RR
Utah(7/31/2022)
RR
Virginia(7/31/2022)
RR
Washington(7/31/2022)
RR
Wisconsin(7/31/2022)
RR
Wyoming(12/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Main Street Building 200, Buda, TX 78610
Mailing Address
Phone number
(512) 268-9220
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,518 |
| AUM (Assets Under Management) | $ 361,954,267 |
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.
