Unclaimed
Taylor Hart is a financial advisor with J.P. Morgan Securities LLC. Taylor is a registered representative and investment advisor representative and holds the Series 63, Series 79TO and SIE licenses. Taylor has been in the industry since 2021. Prior to joining J.P. Morgan, Taylor was employed at Citigroup Global Markets Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
07/18/2022 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
01/01/2021 - 06/23/2022
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BC
Issued 02/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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