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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Philip Taylor-jones is a financial professional with over 25 years of experience in the industry. John is currently a registered representative with Private Client Services, LLC, based in Louisville, KY. John is also a Registered Principal, holding Series 4, 8, 14, 24, 28 and 53 licenses. John holds the SIE, Series 7, 63 and 65 licenses and has extensive experience in providing investment advice and financial planning services to individuals, corporations and institutions. John's specializations include portfolio management, financial planning, pension consulting and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
KY
01/13/2012 - Present
Private Client Services, LLC (LOUISVILLE KY)
NY
10/02/2007 - 11/16/2007
IFMG SECURITIES, INC. (PURCHASE NY)
NY
03/30/2007 - 09/14/2007
AXA ADVISORS, LLC (NEW YORK NY)
KY
06/28/2006 - 03/21/2007
ASCENSION FINANCIAL SOLUTIONS, INC. (BOWLING GREEN KY)
KY
02/19/2004 - 03/15/2007
FIRST ADVANTAGE SECURITIES CORPORATION (BOWLING GREEN KY)
OH
07/18/2002 - 10/03/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
01/30/2001 - 12/03/2001
IAC SECURITIES, INC. (TINLEY PARK IL)
NJ
06/10/1999 - 12/08/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
OH
02/03/1997 - 05/03/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
03/01/1995 - 11/22/1996
VISTA FINANCIAL SERVICES CORPORATION (HUDSON OH)
MI
12/09/1992 - 12/20/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
09/05/1991 - 12/08/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 04/17/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/25/2015
Series 4 - Registered Options Principal Examination
BC
Issued 06/18/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/31/1995
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 08/30/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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