Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Todd Taylor is a financial advisor with J.P. Morgan Securities LLC. Jason has been in the financial services industry since 2001. Jason is a registered representative in the state of Texas, Louisiana, North Carolina, and Ohio, and holds the following licenses: Series 7, Series 31, Series 66, and SIE. Jason has worked for several firms over the years, including Barclays Capital Inc., Lehman Brothers Inc., and Morgan Stanley DW Inc. Jason's current firm, J.P. Morgan Securities LLC, is a large firm with over $50 billion in assets under management. J.P. Morgan Securities LLC offers a variety of financial services to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
08/31/2010 - Present
J.p. Morgan Securities LLC (DALLAS TX)
TX
09/22/2008 - 09/29/2010
BARCLAYS CAPITAL INC. (DALLAS TX)
TX
08/05/2005 - 09/22/2008
LEHMAN BROTHERS INC. (DALLAS TX)
NY
08/10/2001 - 08/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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