linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jay Steve Arce

Taylor Financial Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jay? Claim Your Profile

About Jay Steve Arce

Jay Arce is a Certified Financial Planner® professional with over 15 years of experience in the financial services industry. Jay is currently registered with Taylor Financial Group, Inc. and has been with the firm since October 2018. Prior to joining Taylor Financial Group, Inc., Jay worked at Sonder Financial Advisors and H&R Block. Jay's primary focus is on providing financial planning and investment management services to individual and corporate clients.

Firm Information

Jay Arce is currently registered with Taylor Financial Group, Inc.. Taylor Financial Group, Inc. is a Registered Investment Advisor based in Roanoke, VA. They specialize in providing financial planning and portfolio management services to individuals and corporations. The firm manages approximately $313,265,174 in assets for 1,011 clients, including 69 high-net-worth individuals. Taylor Financial Group, Inc. participates in wrap fee programs.
Taylor Financial Group, Inc.

3102 BRAMBLETON AVENUE., SW

ROANOKE, VA 24018

$313.27M

Assets Under Management

Not reported

Total Clients

4

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jay Arce’s Registration & Firm History

VA

10/18/2018 - Present

Taylor Financial Group, Inc. (ROANOKE VA)

Not sure if Jay Steve Arce is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jay Steve Arce.
Not sure if Jay Steve Arce is right for you?