Taylor C. Jobe

MKT ADVISORS LLC

ESCONDIDO, CA 92025

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CRD#: 6555891

Professional summary

Taylor Carl Jobe is a registered financial advisor currently at MKT ADVISORS LLC located in Escondido, California.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Taylor has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) HARVEST LLC; INVESTMENT-RELATED; 1612 SHORELINE DR., SANTA BARBARA, CA 93109; SAAS PROVIDING OPTIONS CALCULATIONS; OWNER AND PRESIDENT; 5/2022; 4 HOURS PER MONTH; STRATEGIC DIRECTION ON DEVELOPMENT 2) DPL FINANCIAL PARTNERS; 1906 STANLEY GAULT PKWY, LOUISVILLE, KY 40223; INSURANCE MARKETPLACE; STRATEGIC ADVISORY BOARD MEMBER; .5 HOURS PER MONTH; PROVIDING USER FEEDBACK ABOUT DPL'S PRODUCT, SERVICES, AND STRATEGY;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Carl Jobe'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

September 16, 2015 - Present

MKT ADVISORS LLC

Office #1: 900 Canterbury Place Suite 340, Escondido, CA 92025

RIA

CRD#: 163833

ESCONDIDO, CA

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".

MKT ADVISORS LLC

JOBE WEALTH MANAGEMENT LLC | MKT ADVISORS LLC

CRD#: 163833 / SEC#: 801-76469

RIA

Registered Investment Advisory firm - (5/11/2012 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

California
(9/16/2015)

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 65

Date: 9/16/2015

Uniform Investment Adviser Law Examination

Current Firm

MKT ADVISORS LLC

JOBE WEALTH MANAGEMENT LLC | MKT ADVISORS LLC

CRD#: 163833 / SEC#: 801-76469

RIA

Registered Investment Advisory firm - (5/11/2012 Approved)

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Contact information

Main Address

900 Canterbury Place Suite 340, Escondido, CA 92025

Mailing Address

Phone number

(760) 658-8780

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MKT ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/12/2025)

Regulatory assets under management

Total Number of Accounts	961
AUM (Assets Under Management)	$ 422,577,650

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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Taylor C. Jobe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Carl Jobe's CRS (Customer Relationship Summary).

Certified licenses

Experience

MKT ADVISORS LLC

Primary Firm SEC Registration

MKT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2015

Current Firm

MKT ADVISORS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MKT ADVISORS LLC

TRUST BUT VERIFY

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