Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Ryan Jones is a financial advisor who is registered with Independent Financial Partners. Jones has over 11 years of experience in the financial services industry. Jones holds the Series 7, 65, 66, and 24 licenses. Jones provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Taylor Ryan Jones is a registered investment advisor in Arizona, Arkansas, California, Colorado, Montana, Nevada, North Carolina, Oregon, Texas, Utah and Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
CA
10/25/2024 - Present
Independent Financial Partners (Ramona CA)
CA
01/02/2019 - 11/02/2021
TRIAD ADVISORS LLC (Ramona CA)
CA
11/01/2013 - 12/31/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/01/2006 - 11/04/2013
VANGUARD CAPITAL (RAMONA CA)
IA
Issued 12/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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