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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Matthew Taylor is a registered investment advisor with LPL Financial LLC, headquartered in Lumberton, NJ. Jay has been active in the industry since 1995 and has a wide range of experience, including working with Ameriprise Financial Services, Inc. and H & R Block Financial Advisors, Inc. Jay is committed to providing comprehensive financial planning services to individuals, families, and businesses. Jay specializes in a variety of financial planning areas, including retirement planning, investment management, insurance, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
09/29/2016 - Present
LPL Financial LLC (LUMBERTON NJ)
NJ
10/05/2009 - 09/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MOUNT LAUREL NJ)
NJ
10/25/1995 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MOUNT LAUREL NJ)
IA
Issued 11/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/1998
Series 4 - Registered Options Principal Examination
BC
Issued 11/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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