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Bryan S. Taylor

J.p. Morgan Institutional Investments Inc.

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About Bryan S. Taylor

Bryan S. Taylor is a financial advisor with over 20 years of experience in the financial services industry. He currently works at J.P. Morgan Institutional Investments Inc. and is registered to provide investment advice in 16 states. Bryan has a broad range of experience in the financial services industry. He has held positions with several firms including Chase Investment Services Corp., Waddell & Reed, Inc. and Edward Jones. Bryan has passed several industry exams including the Series 6, 7, 63 and 65.

Firm Information

Bryan Taylor is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

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.

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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Bryan Taylor’s Registration & Firm History

OH

08/13/2013 - Present

J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)

OH

10/01/2012 - 08/13/2013

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

OH

06/27/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

OH

02/16/2011 - 06/03/2011

WADDELL & REED, INC. (DUBLIN OH)

MO

10/12/2010 - 02/10/2011

EDWARD JONES (ST. LOUIS MO)

OH

07/21/2006 - 10/11/2010

NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)

OH

07/06/2005 - 07/18/2006

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

IL

04/02/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 10/02/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/01/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan S. Taylor.
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