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Taylor Kipling Lewis

Jefferies LLC

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About Taylor Kipling Lewis

Taylor Kipling Lewis is a financial professional with a focus on municipal securities and general securities. Taylor holds the Series 63, Series 52TO and SIE licenses. They are currently registered with Jefferies LLC. Taylor is licensed in 52 states and Puerto Rico.

Firm Information

Taylor Lewis 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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Taylor Lewis’s Registration & Firm History

TX

08/14/2020 - Present

Jefferies LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 07/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2020

Series 52TO - Municipal Securities Representative Examination

BC

Issued 05/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE National, Inc.

N

New York Stock Exchange

Disclosures

There are no public disclosures for Taylor Kipling Lewis.
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