CT
Christopher J. Taylor
CORE PLANNING
Birmingham, AL
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CRD#: 6960650
CT
Professional summary
Christopher Jordan Taylor, who also goes by Jordan Taylor, is a registered financial advisor currently at CORE PLANNING located in Birmingham, Alabama.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan Taylor
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.
Christopher Jordan Taylor is employed with the University of California, Santa Cruz located at 2875 Acton Road Apt O, Birmingham, AL, 35243, United States; this business is not investment related. The nature of the business is Budget planning, fiscal analysis, financial reporting, & policy management. Operations oversight & financial supervision for 7 units & their affiliated department managers. - Housing program oversight for the 10 colleges, affiliated residence halls, operations, & facilities units. Mr. Taylor is a Financial Analyst beginning employment on January 1st, 2023. Mr. Taylor spends approximately 160 hours per hours a month on this business and approximately 120 hours during security trade hours. Mr. Taylor's act as a principal adviser & analyst for the CHES & Housing Services leadership team on all fiscal, compliance, & business operations within the University of California, Santa Cruz.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Jordan 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
March 9, 2023 - Present
CORE PLANNING
RIA
CRD#: 154660
Birmingham, AL
Past
May 28, 2021 - November 10, 2022
EDWARD JONES
RIA
CRD#: 250
BIRMINGHAM, AL
Past
May 28, 2021 - November 10, 2022
EDWARD JONES
BD
CRD#: 250
BIRMINGHAM, AL
Past
April 3, 2020 - March 29, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
WHITE PLAINS, NY
Past
April 1, 2020 - March 29, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WHITE PLAINS, NY
Past
March 5, 2019 - March 26, 2019
EDWARD JONES
RIA
CRD#: 250
Brooklyn, NY
Past
January 1, 2019 - March 26, 2019
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)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
Alabama(3/27/2025)
IAR
Missouri(3/9/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/28/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
706 N Main St, Ofallon, MO 63366
Mailing Address
Phone number
(636) 734-7507
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
