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Jordan David Taylor

Newedge Advisors

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About Jordan David Taylor

Jordan David Taylor is a financial advisor with Newedge Advisors. Jordan has been in the financial industry since 2007 and is registered in 12 states. Jordan has extensive experience in financial planning, portfolio management, and investment advisory services. Jordan is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Jordan Taylor is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

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

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jordan Taylor’s Registration & Firm History

OK

03/12/2020 - Present

Newedge Advisors (Tulsa OK)

OK

03/12/2020 - 12/19/2022

TRIAD ADVISORS LLC (Tulsa OK)

OK

11/20/2008 - 03/23/2020

UBS FINANCIAL SERVICES INC. (TULSA OK)

OK

06/14/2007 - 12/10/2008

CITIGROUP GLOBAL MARKETS INC. (TULSA OK)

OK

05/11/2007 - 07/16/2007

LINSCO/PRIVATE LEDGER CORP. (TULSA OK)

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Licenses & Designations

BOTH

Issued 06/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jordan David Taylor. Review regulatory record here.
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