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John Craig Taylor

Icon Wealth Partners

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About John Craig Taylor

John Taylor is a financial advisor with Icon Wealth Partners. John is registered as an investment advisor representative with the firm. John also has an active Series 7TO, Series 66, and SIE license. John has 245 individual clients and 6 corporate clients, and approximately 90% of John's time is spent providing investment advisory services and the balance as a registered representative. John's other employment includes Purshe Kaplan Sterling Investments. John's background is in financial services and previously worked at MUFG Union Bank, N.A. John is also registered as an investment advisor representative with Icon Wealth Advisors, LLC.

Firm Information

John Taylor is currently registered with Icon Wealth Partners. Icon Wealth Partners is a Houston, TX-based registered investment advisor with approximately $1.90 billion in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals, and credit and cash management solutions. The firm primarily serves high-net-worth individuals and corporations, with a focus on providing personalized wealth management solutions.
Icon Wealth Partners

1980 POST OAK BOULEVARD

HOUSTON, TX 77056

$1.91B

Assets Under Management

Not reported

Total Clients

14

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.

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credit and cash management solutions

Credit and cash management solutions

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

Revenue sharing on eligible credit and cash management solutions

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John Taylor’s Registration & Firm History

TX

08/01/2022 - Present

Icon Wealth Partners (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 07/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Craig Taylor.
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