JT
Jacob J. Taylor
EQUITYBEE SECURITIES
PALO ALTO, CA 94301
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CRD#: 6834606
JT
Professional summary
Jacob J Taylor is a registered financial professional currently at EQUITYBEE SECURITIES, LLC located in Palo Alto, California.
Jacob is registered as a RR (Registered Representative) and started their career in finance in 2017. Jacob has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Jacob J 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
May 10, 2022 - Present
EQUITYBEE SECURITIES, LLC
Office #1: 955 Alma Street. Suite B, Palo Alto, CA 94301BD
CRD#: 41896
PALO ALTO, CA
Past
May 21, 2020 - April 27, 2022
MORGAN STANLEY
RIA
CRD#: 149777
San Diego, CA
Past
May 21, 2020 - April 27, 2022
MORGAN STANLEY
BD
CRD#: 149777
San Diego, CA
Past
May 17, 2018 - December 2, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Menlo Park, CA
Past
November 21, 2017 - December 2, 2019
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Menlo Park, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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(10/28/2022)
RR
Alaska(10/28/2022)
RR
Arizona(10/28/2022)
RR
Arkansas(10/28/2022)
RR
California(5/10/2022)
RR
Colorado(10/28/2022)
RR
Connecticut(10/28/2022)
RR
Delaware(10/28/2022)
RR
District of Columbia(10/28/2022)
RR
Florida(10/28/2022)
RR
Georgia(10/28/2022)
RR
Hawaii(10/28/2022)
RR
Idaho(10/28/2022)
RR
Illinois(10/28/2022)
RR
Indiana(10/28/2022)
RR
Iowa(10/28/2022)
RR
Kansas(10/28/2022)
RR
Kentucky(10/28/2022)
RR
Louisiana(10/28/2022)
RR
Maine(10/28/2022)
RR
Maryland(10/28/2022)
RR
Massachusetts(10/28/2022)
RR
Michigan(10/28/2022)
RR
Minnesota(10/28/2022)
RR
Mississippi(10/28/2022)
RR
Missouri(10/28/2022)
RR
Montana(10/28/2022)
RR
Nebraska(10/28/2022)
RR
Nevada(10/28/2022)
RR
New Hampshire(10/28/2022)
RR
New Jersey(10/28/2022)
RR
New Mexico(10/28/2022)
RR
New York(10/28/2022)
RR
North Carolina(10/28/2022)
RR
North Dakota(10/28/2022)
RR
Ohio(10/28/2022)
RR
Oklahoma(10/28/2022)
RR
Oregon(10/28/2022)
RR
Pennsylvania(10/28/2022)
RR
Puerto Rico(10/28/2022)
RR
Rhode Island(10/28/2022)
RR
South Carolina(10/28/2022)
RR
South Dakota(10/28/2022)
RR
Tennessee(10/28/2022)
RR
Texas(10/28/2022)
RR
Utah(10/28/2022)
RR
Vermont(10/28/2022)
RR
Virginia(10/28/2022)
RR
Washington(10/28/2022)
RR
West Virginia(10/28/2022)
RR
Wisconsin(10/28/2022)
RR
Wyoming(10/28/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EQUITYBEE SECURITIES, LLC
EQUITYBEE SECURITIES, LLC | HMI INVESTMENTS, LTD. | HAMILTON MILLER INVESTMENTS, LLC
CRD#: 41896 / SEC#: , 8-49621
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information
Main Address
955 Alma Street. Suite B, Palo Alto, CA 94301
Mailing Address
955 Alma Street. Suite A, Palo Alto, CA 94301
Phone number
(650) 847-1149
Established
Delaware since 03/04/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EQUITYBEE SECURITIES, LLC
CRD#: 41896Palo Alto, CA 94301TRUST BUT VERIFY
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