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Jonathan Arthur Taylor

Wells Fargo Securities, LLC

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About Jonathan Arthur Taylor

Jonathan Taylor has been in the securities industry since 1999. Currently, Jonathan is a registered representative with Wells Fargo Securities, LLC. Jonathan's experience includes prior roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Securities LLC, and John Hancock Funds, Inc. Jonathan is licensed to provide securities-related services in 53 states and the District of Columbia. Jonathan has passed several securities exams including the Series 7, Series 63, SIE, and Series 99TO exams.

Firm Information

Jonathan Taylor is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

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.

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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Jonathan Taylor’s Registration & Firm History

MA

06/03/2014 - Present

Wells Fargo Securities, LLC (BOSTON MA)

MA

11/01/2010 - 04/07/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

05/15/2000 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (BOSTON MA)

MA

01/25/1999 - 04/06/2000

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 09/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jonathan Arthur Taylor.
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