linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Andrew Taylor

Barrow Hanley Global Investors

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

About Jonathan Andrew Taylor

Jonathan Andrew Taylor is an investment advisor representative associated with Barrow Hanley Global Investors. Jonathan Andrew Taylor has been in the industry for over 10 years and has a Series 7 and Series 66 license. Jonathan Andrew Taylor has experience working with a range of clients including corporations, individuals, pension and profit-sharing plans, state or municipal government entities, charitable organizations, insurance companies, investment companies, and pooled investment vehicles. Jonathan Andrew Taylor specializes in Portfolio Management for Businesses, Individuals, Investment Companies and Pooled Investment Vehicles, and the Selection of Other Advisers.

Firm Information

Jonathan Taylor is currently registered with Barrow Hanley Global Investors. Barrow Hanley Global Investors is a Dallas, TX-based investment firm with over $49 billion in regulatory assets under management. They provide portfolio management services to a wide range of clients, including individuals, businesses, investment companies, pooled investment vehicles, and government entities. The firm also provides selection of other advisors services.
Barrow Hanley Global Investors

2200 ROSS AVENUE, 31ST FLOOR

DALLAS, TX 75201-2761

$49.87B

Assets Under Management

Not reported

Total Clients

28

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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.

Jonathan Taylor’s Registration & Firm History

TX

11/15/2016 - Present

Barrow Hanley Global Investors (DALLAS TX)

TX

04/07/2014 - 06/27/2014

PURSHE KAPLAN STERLING INVESTMENTS (DALLAS TX)

TX

08/25/2009 - 04/08/2014

ARGENTUS SECURITIES, LLC (DALLAS TX)

Not sure if Jonathan Andrew Taylor is right for you?

Licenses & Designations

BOTH

Issued 12/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Andrew Taylor.
Not sure if Jonathan Andrew Taylor is right for you?