Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Taylor has been in the financial services industry since 1982 and is currently registered with ON Investment Management Co. based in Bakersfield, California. Jeffrey is a Chartered Financial Consultant. Prior to joining ON Investment Management Co., Jeffrey was employed by several other financial firms including The O.N. Equity Sales Company, WS Griffith Securities, Inc., Phoenix Equity Planning Corporation, Sentra Securities Corporation, FSC Securities Corporation, Southmark Financial Services, Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Jeffrey's areas of specialization include financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/31/2011 - Present
ON Investment Management Co. (Bakersfield CA)
OH
05/17/2004 - 10/07/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
CT
11/29/1993 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
06/27/1991 - 11/29/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
AZ
01/14/1988 - 03/28/1991
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
03/17/1987 - 01/14/1988
FSC SECURITIES CORPORATION
NA
02/16/1985 - 03/14/1987
SOUTHMARK FINANCIAL SERVICES, INC.
NA
10/15/1982 - 02/19/1985
MML INVESTORS SERVICES, INC.
NA
06/28/1982 - 02/19/1985
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Taylor is the right advisor for you? Invested Better is here to help.
