# Jonathan E Taylor

Jonathan E Taylor is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with CAPITAL GROUP PRIVATE CLIENT SERVICES, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.](https://search.stillhousedata.com/firm/312837) | 2025-10-30 | present | Yes |
| [RBC ROCHDALE, LLC](https://search.stillhousedata.com/firm/117198) | 2019-10-24 | 2025-06-20 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-23 | 2019-10-30 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2009-01-08 | 2009-10-23 | — |
| [BOFA ADVISORS, LLC](https://search.stillhousedata.com/firm/107900) | 2008-08-01 | 2008-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5523288)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5523288.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.