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James Park Taylor

Groundwork Wealth Management, LLC

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About James Park Taylor

James Park Taylor is an investment advisor representative at Groundwork Wealth Management, LLC in Downingtown, PA. James has been in the financial services industry since 2004 and is registered with the state of Pennsylvania. James specializes in providing financial planning, portfolio management for individuals, and educational seminars.

Firm Information

James Taylor is currently registered with Groundwork Wealth Management, LLC. Groundwork Wealth Management, LLC is an independent financial advisory firm providing financial planning and portfolio management services to individuals and high-net-worth clients. The firm manages approximately $28.4 million in assets for 88 clients. They offer educational seminars and participate in wrap fee programs.

$28.44M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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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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James Taylor’s Registration & Firm History

PA

03/05/2014 - Present

Groundwork Wealth Management, LLC (DOWNINGTOWN PA)

PA

05/20/2004 - 03/07/2014

AMERIPRISE FINANCIAL SERVICES, INC. (EXTON PA)

MN

05/20/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Park Taylor.
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