# JAMES MICHAEL TAYLOR

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..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COMPOUND PLANNING, INC.](https://search.stillhousedata.com/firm/171787) | 2025-06-23 | present | Yes |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2021-07-27 | 2025-06-26 | — |
| [CABLE HILL PARTNERS, LLC](https://search.stillhousedata.com/firm/168252) | 2018-12-26 | 2021-04-19 | — |
| [VERSANT CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/131692) | 2018-04-04 | 2018-12-20 | — |
| [BRIGHTON JONES LLC](https://search.stillhousedata.com/firm/108601) | 2015-09-14 | 2017-12-01 | — |
| [BRIGHTON JONES LLC](https://search.stillhousedata.com/firm/108601) | 2015-09-14 | 2016-12-31 | — |
| [TAYLOR FINANCIAL, LLC](https://search.stillhousedata.com/firm/167743) | 2013-05-24 | 2015-07-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-10-10 | 2013-04-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5990534)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5990534.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.