J Taylor L. Davis

HILL COUNTRY GROUP

Boerne, TX 78006

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CRD#: 6690755

Professional summary

J Taylor Laing Davis, who also goes by J Taylor Davis, Taylor Davis, is a registered financial advisor currently at HILL COUNTRY GROUP located in Boerne, Texas.

J Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. J Taylor has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J Taylor Davis | Taylor Davis

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. MARCH 2019; HILL COUNTRY GROUP, BOERNE, TX; INVESTMENT RELATED; DBA FOR HILL COUNTRY RETIREMENT SOLUTIONS, LLC; OWNER/PARTMENT; INVESTMENT ADVICE AND MANAGEMENT; DEVOTE 40 HRS/MONTH, 25 HRS/MONTH DURING MARKET HOURS. 2. MARCH 2020; HILL COUNTRY RETIREMENT SOLUTIONS, BOERNE, TX; INVESTMENT RELATED; RIA; OWNER/PARTNER; INVESTMENT ADVICE AND MANAGEMENT; DEVOTE 40 HRS/MONTH, 25 HRS/MONTH DURING MARKET HOURS. 3. MARCH 2019; RPB INDEPENDENT INSURANCE, BOERNE, TX; NON INVESTMENT RELATED; HEALTH/LIFE/PTC INSURANCE; OWNER/PARTNER; HELP CLIENTS FIND INSURANCE SOLUTIONS; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS. 4. MARCH 2019; HILL COUNTRY GROUP, BOERNE, TX; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; OWNER/PARTNER; PROVIDE INSURANCE SOLUTIONS TO CLIENTS; DEVOTE 40 HRS/MONTH, 25 HRS DURING MARKET HOURS. Resolution Resource Group. Confict Management, Non Investment related business,100 N. Parker Ave, Ste. 112, Bryan, TX 77703, Start Date : 04/01/2022, 5 hours/week all non market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Taylor Laing Davis'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

March 19, 2020 - Present

HILL COUNTRY GROUP

Office #1: 2 Spencer Road Suite 102, Boerne, TX 78006

RIA

CRD#: 307376

Boerne, TX

Past

January 6, 2021 - December 31, 2021

M. S. HOWELLS & CO.

CRD#: 104100

BOERNE, TX

Past

March 1, 2019 - March 13, 2020

WESTPARK WEALTH ADVISORS, INC.

RIA

CRD#: 130914

Boerne, TX

Past

March 1, 2019 - January 5, 2021

CALTON & ASSOCIATES, INC.

CRD#: 20999

Boerne, TX

Past

March 9, 2018 - March 13, 2019

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SAN ANTONIO, TX

Past

October 19, 2016 - March 13, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN ANTONIO, 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".

HILL COUNTRY GROUP

HILL COUNTRY GROUP | HILL COUNTRY RETIREMENT SOLUTIONS LLC

CRD#: 307376 / SEC#: 801-122675

RIA

Registered Investment Advisory firm - (11/16/2021 Approved)

Texas

Registered Investment Advisory firm - (1/7/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/19/2020)

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 65

Date: 3/7/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/4/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2016

General Securities Representative Examination

Current Firm

HILL COUNTRY GROUP

HILL COUNTRY GROUP | HILL COUNTRY RETIREMENT SOLUTIONS LLC

CRD#: 307376 / SEC#: 801-122675

RIA

Registered Investment Advisory firm - (11/16/2021 Approved)

Texas

Registered Investment Advisory firm - (1/7/2022 Terminated)

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Contact information

Main Address

2 Spencer Road Suite 102, Boerne, TX 78006

Mailing Address

Phone number

(830) 815-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - HILL COUNTRY GROUP (3/13/2025)

FORM ADV PART 2A - APPENDIX 1 WRAP FEE PROGRAM BROCHURE - HILL COUNTRY GROUP (3/13/2025)

Regulatory assets under management

Total Number of Accounts	830
AUM (Assets Under Management)	$ 152,051,697

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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J Taylor L. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Taylor Laing Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

WESTPARK WEALTH ADVISORS, INC.

CALTON & ASSOCIATES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

HILL COUNTRY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2018

Series 63

Date: 11/4/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/19/2016

Current Firm

HILL COUNTRY GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILL COUNTRY GROUP

TRUST BUT VERIFY

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