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AT

Aaron Taylor

BUSH WEALTH MANAGEMENT
Valdosta, GA 31602
Some features on this profile are disabled
CRD#: 6856627
AT

Professional summary

Aaron Taylor is a registered financial advisor currently at BUSH WEALTH MANAGEMENT located in Valdosta, Georgia.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Aaron 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron 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®
None

Experience

Current

April 12, 2022 - Present

BUSH WEALTH MANAGEMENT

Office #1: 2918 N. Oak St., Ste. B, Valdosta, GA 31602
RIA
CRD#: 304262
Valdosta, GA

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".
BW
BUSH WEALTH MANAGEMENT
BUSH INVESTMENT GROUP, LLC | BUSH WEALTH MANAGEMENT | BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT

CRD#: 304262 / SEC#: 801-116917

RIA
Registered Investment Advisory firm - (7/3/2019 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
Georgia
(4/12/2022)
IAR
Texas
(12/12/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/31/2022
Uniform Investment Adviser Law Examination

Current Firm

BW
BUSH WEALTH MANAGEMENT
BUSH INVESTMENT GROUP, LLC | BUSH WEALTH MANAGEMENT | BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT

CRD#: 304262 / SEC#: 801-116917

RIA
Registered Investment Advisory firm - (7/3/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2918 N. Oak St., Ste. B, Valdosta, GA 31602
Mailing Address
Phone number
(229) 247-1474
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/26/2026)

Regulatory assets under management

Total Number of Accounts1,142
AUM (Assets Under Management)$ 258,367,857

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.

Company Information

BUSH WEALTH MANAGEMENT

CRD#: 304262Valdosta, GA 31602

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