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Matthew Charles Taylor

Jefferies LLC

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About Matthew Charles Taylor

Matthew Charles Taylor is a financial advisor with Jefferies LLC. Matthew has over 15 years of experience in the industry. Prior to joining Jefferies LLC, Matthew worked at UBS Securities LLC, Barclays Capital Inc., BMO Capital Markets Corp., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Matthew is registered in 53 states and has a Series 7, Series 24, Series 63, SIE, Series 86, and Series 87 license. Matthew is committed to providing his clients with the highest level of service and expertise.

Firm Information

Matthew Taylor is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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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Matthew Taylor’s Registration & Firm History

FL

07/05/2022 - Present

Jefferies LLC (MIAMI FL)

NY

05/23/2018 - 07/07/2022

UBS SECURITIES LLC (NEW YORK NY)

NY

09/24/2009 - 06/06/2018

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

10/11/2007 - 09/16/2009

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

NY

04/02/2007 - 06/20/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

02/19/2007 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 04/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2008

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/09/2008

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/16/2007

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 Matthew Charles Taylor.
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