Jason
Taylor

Farther

CRD#6559805
Investment Advisor
in Thornton, CO

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About this Advisor

Jason Taylor is a financial advisor based in Thornton, Colorado, working with Farther. Jason has previously held positions at Fidelity Investments, American Express Company, Strategic Wealth Advisors, and Farther Finance Advisors. Jason has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado and Washington. Currently, Jason is part of Farther, which operates out of Thornton, Colorado. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Thornton, CO

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CO Average: $7,578,581,321
Total Number of Employees

154

CO Average: 43
Total Number of Accounts

5,112

CO Average: 3,727
Average Account Size

$426,804

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Jason Taylor Work History

2024 - Present (1 year)

Farther Finance Advisors

2022 - 2024 (2 years)

Strategic Wealth Advisors

2015 - 2022 (7 years)

Fidelity Investments

2011 - 2015 (4 years)

American Express Company

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Disclosures

Please visit the SEC profile of Jason Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Robert Kelly
San Francisco, CA
Jonathon Mason
Cincinnati, OH
Jonathan Fauver
San Francisco, CA
Kyra Gayle Luu
Las Vegas, NV
Christine Thibodeaux
San Rafael, CA
Tyson Lokke
San Francisco, CA
Thomas Hanna
Riverside, CA
Matthew Giller
Wilton, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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