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Andrew Julius Taylor

Jefferson Bridge Capital, LLC

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About Andrew Julius Taylor

Andrew Julius Taylor is a registered Investment Advisor Representative (IAR) in Tennessee and Texas. He has been in the industry since 2003 and has held previous positions at Morgan Stanley and Compass Brokerage, Inc. Andrew Julius Taylor is currently employed by Jefferson Bridge Capital, LLC. Andrew Julius Taylor holds the following licenses: Series 6, Series 7, Series 66 and SIE. Andrew Julius Taylor specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Andrew Taylor is currently registered with Jefferson Bridge Capital, LLC. Jefferson Bridge Capital, LLC is a registered investment advisor headquartered in Nashville, TN. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and other investment advisors. They manage approximately $106 million in assets for 30 clients.
Jefferson Bridge Capital, LLC

3322 WEST END AVENUE

NASHVILLE, TN 37203

$106.15M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Taylor’s Registration & Firm History

TN

12/22/2023 - Present

Jefferson Bridge Capital, LLC (NASHVILLE TN)

MO

08/03/2013 - 12/16/2021

MORGAN STANLEY (Chesterfield MO)

AL

10/10/2003 - 09/06/2005

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 08/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/09/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Julius Taylor.
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