How does the advisor help clients – Key Takeaways:
- Jackson Taylor Investment Securities offers a wide range of financial services to help clients achieve their financial goals.
- The firm has a team of experienced advisors who utilize their expertise and knowledge to guide clients in making well-informed investment decisions.
- With a focus on personalized attention and long-term relationships, Jackson Taylor Investment Securities tailors their services to meet each client’s unique financial needs and objectives.
Facts and Insights
Jackson Taylor Investment Securities is a leading financial service firm that provides comprehensive investment solutions to individual and institutional clients. Founded in 1995, the firm has been helping clients navigate the complexities of the financial markets for over 25 years.
With a team of seasoned financial experts and a proven track record of success, Jackson Taylor Investment Securities has built a reputation for delivering exceptional results and client satisfaction. The firm is dedicated to providing clients with the highest level of service and sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 25 | Over 25 years |
As of the most recent filing with the SEC, Jackson Taylor Investment Securities reported $2.5 billion in assets under management, making it a top player in the financial services industry. The firm’s team of 25 advisors bring a wealth of experience and offer a diverse range of expertise to meet the needs of their clients. With over 25 years in business, Jackson Taylor Investment Securities has a solid foundation and extensive knowledge in the financial markets.
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance services
Jackson Taylor Investment Securities offers a full spectrum of financial services to help clients achieve their goals. The firm takes a comprehensive and holistic approach to financial planning, considering all aspects of a client’s financial situation to develop a customized solution that aligns with their specific needs and objectives.
Client Types
Jackson Taylor Investment Securities serves a diverse range of clients, including individuals, families, trusts, institutions, and corporate entities. The firm has the expertise and resources to cater to the unique needs and goals of each client.
Fees & Compensation
Jackson Taylor Investment Securities operates on a fee-based structure, meaning the firm charges a percentage of assets under management as compensation. This compensation model aligns the interests of the firm with the interests of its clients, as the firm’s success is directly tied to the performance of its clients’ investments.
Additionally, the firm may receive commissions or sales charges for certain products such as insurance or annuities, but this compensation is fully disclosed and transparent to clients.
Background
Jackson Taylor Investment Securities was founded on core principles of integrity, trust, and transparency. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). This means that the firm adheres to strict regulations and standards, providing clients with a high level of protection and ensuring the integrity of their operations.
Financial Advisor Disclosures to Know
As a registered investment advisor with the SEC, Jackson Taylor Investment Securities is required to disclose any potential conflicts of interest or legal actions taken against the firm or its advisors. Clients can access this information through the SEC’s Investment Advisor Public Disclosure (IAPD) database or by requesting a copy directly from the firm.
It’s essential for clients to review these disclosures before working with any financial advisor to make an informed decision and understand the potential risks involved.