JEFFREY TAYLOR is an investment adviser representative (IAR) with state registration records since 1997, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-01-13 | 2018-07-13 | — |
| J.P. MORGAN SECURITIES LLC | 2015-04-16 | 2016-10-05 | — |
| CHARLES SCHWAB & CO., INC. | 2010-01-05 | 2015-03-19 | — |
| CHOREO, LLC | 2005-06-15 | 2009-12-07 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2003-07-01 | 2005-06-07 | — |
| PRUDENTIAL EQUITY GROUP, LLC | 1997-07-08 | 2003-07-01 | — |