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John Blake Taylor

Tucker Asset Management LLC

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About John Blake Taylor

John Blake Taylor is an Investment Advisor Representative with Tucker Asset Management LLC, a firm with offices in Littleton, CO and Sandy, UT. John Blake Taylor has been in the industry since 1981 and has been with Tucker Asset Management LLC since December 2021. John Blake Taylor is also the President & CEO of Heritage Financial Place, Inc., an insurance company. John Blake Taylor is a Certified Financial Planner.

Firm Information

John Taylor is currently registered with Tucker Asset Management LLC. Tucker Asset Management LLC is a registered investment advisor based in Littleton, Colorado. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. With 78 licensed agents and a focus on client relationships, Tucker Asset Management has over $476 million in regulatory assets under management.
Tucker Asset Management LLC

1520 WEST CANAL COURT

LITTLETON, CO 80120

$476.48M

Assets Under Management

Not reported

Total Clients

69

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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other

Shares in fees paid to third party investment advisers

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John Taylor’s Registration & Firm History

UT

12/21/2021 - Present

Tucker Asset Management LLC (Sandy UT)

UT

08/14/2007 - 08/27/2012

INDEPENDENT FINANCIAL GROUP, LLC (SANDY UT)

UT

07/02/2004 - 08/15/2007

SAMMONS SECURITIES COMPANY, LLC (SANDY UT)

CA

02/02/1987 - 07/01/2004

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

10/24/1985 - 02/12/1987

PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED

NA

03/27/1984 - 11/05/1985

SOUTHMARK FINANCIAL SERVICES, INC.

NA

08/21/1981 - 03/27/1984

S.N.I. SECURITIES, INC.

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Licenses & Designations

BC

Issued 09/27/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1983

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

BC

Issued 05/05/1981

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Blake Taylor.
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