linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Kristie Taylor

Transce3nd 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 Kristie Taylor

Jennifer Taylor is a financial advisor with over 10 years of experience in the industry. Jennifer is currently registered as an Investment Adviser Representative with Transce3nd LLC. Jennifer has held previous positions at Kalos Capital, Inc. and National Planning Corporation. Jennifer has also held leadership roles at other companies such as E3 Wealth, T5 Equity Holdings and LMFB. Jennifer holds licenses for Series 6, 7, 63 and 65 securities exams.

Firm Information

Jennifer Taylor is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

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

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

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

TX

07/03/2022 - Present

Transce3nd LLC (KYLE TX)

TX

07/07/2017 - 08/01/2022

KALOS CAPITAL, INC. (Kyle TX)

TX

03/14/2011 - 07/10/2017

NATIONAL PLANNING CORPORATION (KYLE TX)

Not sure if Jennifer Kristie Taylor is right for you?

Licenses & Designations

IA

Issued 02/08/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/13/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

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