linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Allison Taylor

Fairhaven Wealth Management, LLC

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

About Jennifer Allison Taylor

Jennifer Allison Taylor is a financial advisor with Fairhaven Wealth Management, LLC. Jennifer has been in the industry since 1996. She is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Her primary focus is working with high-net-worth individuals and families. Jennifer provides a variety of financial planning services, including portfolio management, retirement planning, and estate planning. Jennifer's goal is to help her clients achieve their financial goals.

Firm Information

Jennifer Taylor is currently registered with Fairhaven Wealth Management, LLC. Fairhaven Wealth Management, LLC is an investment advisor registered with the SEC. The firm provides a wide range of services, including financial planning, portfolio management for individuals, pension consulting, and publication of periodicals. Fairhaven Wealth Management manages assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm has a strong track record of managing assets and is committed to providing its clients with exceptional service.
Fairhaven Wealth Management, LLC

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

$699.76M

Assets Under Management

48

Total Clients

9

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial 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

commissions

Earned based on transactions or products sold.

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.

Jennifer Taylor’s Registration & Firm History

IL

03/06/2020 - Present

Fairhaven Wealth Management, LLC (WHEATON IL)

IL

03/26/1996 - 03/06/2020

FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)

Not sure if Jennifer Allison Taylor is right for you?

Licenses & Designations

IA

Issued 08/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Allison Taylor.
Not sure if Jennifer Allison Taylor is right for you?