TAYLOR JASON MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. TAYLOR JASON MICHAEL appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CHARTER WEALTH MANAGEMENT, INC. | PRESIDENT/SHAREHOLDER | RALEIGH, NC |
| — | Form ADV | THE O'DELL GROUP, LLC | PARTNER | CINCINNATI, OH |
| — | Form ADV | TALSON CAPITAL MANAGEMENT L.P. | LIMITED PARTNER OF TAYLOR INVESTMENT ADVISORS LP | STAMFORD, CT |
| — | Form ADV | OAK HILL CAPITAL MANAGEMENT, LLC | CHIEF FINANCIAL OFFICER / TREASURER | NEW YORK, NY |
| — | Form ADV | TAYLOR INVESTMENT ADVISORS LP | PRINCIPAL | DALLAS, TX |
| — | Form ADV | RHR WEALTH MANAGMENT, LLC | MEMBER | SKOKIE, IL |