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Jacob Thomas Taylor

Tradition Wealth Management LLC

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About Jacob Thomas Taylor

Jacob Taylor is a financial advisor with Tradition Wealth Management LLC. Jacob has over 8 years of experience in the financial services industry. Jacob is registered with the state of Minnesota as an Investment Advisor Representative. Jacob has passed the Series 6, Series 7, Series 63, and Series 65 exams. Prior to joining Tradition Wealth Management LLC, Jacob worked as a financial advisor at Concourse Financial Group Securities, Inc. and Northwestern Mutual Investment Services, LLC. Jacob is committed to providing his clients with personalized financial advice and guidance. Jacob specializes in working with individuals, families, and businesses.

Firm Information

Jacob Taylor is currently registered with Tradition Wealth Management LLC. Tradition Wealth Management LLC is an investment advisory firm headquartered in Edina, Minnesota, with a focus on providing financial planning and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also offers 1031 exchange consulting services. With over 15 years of experience, Tradition Wealth Management has built a strong reputation for delivering personalized, tailored solutions to meet the unique needs of its clients. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals through a collaborative and transparent approach.
Tradition Wealth Management LLC

7601 FRANCE AVENUE SOUTH

EDINA, MN 55435

$1.52B

Assets Under Management

123

Total Clients

18

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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1031 exchange consulting

1031 exchange consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jacob Taylor’s Registration & Firm History

MN

11/25/2017 - Present

Tradition Wealth Management LLC (EDINA MN)

MN

08/24/2017 - 12/31/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Edina MN)

MN

12/24/2014 - 08/18/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)

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Licenses & Designations

IA

Issued 11/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2017

Series 7 - General Securities Representative Examination

BC

Issued 12/24/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Thomas Taylor.
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