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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Taylor is a financial professional with experience in the industry. Jeffrey is currently registered with Summit Global Investments, LLC, and is licensed to provide investment advice in Colorado. Jeffrey has previously been employed by TRANSAMERICA FINANCIAL ADVISORS, INC and WORLD FINANCIAL GROUP, INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
08/05/2024 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
CO
11/01/2019 - 01/11/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
IA
Issued 08/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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