Aaron Taylor

BUSH WEALTH MANAGEMENT

Valdosta, GA 31602

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CRD#: 6856627

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".

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)

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: 3/31/2022

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/28/2025)

Regulatory assets under management

Total Number of Accounts	1,078
AUM (Assets Under Management)	$ 213,112,663

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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Aaron Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BUSH WEALTH MANAGEMENT

Primary Firm SEC Registration

BUSH WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2022

Current Firm

BUSH WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BUSH WEALTH MANAGEMENT

TRUST BUT VERIFY

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