JAMES MICHAEL TAYLOR is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with COMPOUND PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| COMPOUND PLANNING, INC. | 2025-06-23 | present | Yes |
| MERCER GLOBAL ADVISORS INC. | 2021-07-27 | 2025-06-26 | — |
| CABLE HILL PARTNERS, LLC | 2018-12-26 | 2021-04-19 | — |
| VERSANT CAPITAL MANAGEMENT, INC. | 2018-04-04 | 2018-12-20 | — |
| BRIGHTON JONES LLC | 2015-09-14 | 2017-12-01 | — |
| BRIGHTON JONES LLC | 2015-09-14 | 2016-12-31 | — |
| TAYLOR FINANCIAL, LLC | 2013-05-24 | 2015-07-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-10-10 | 2013-04-18 | — |