Joseph Duncan Taylor

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Raymond James Financial Services, Inc.
  Bogart, GA
• 09/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Bogart, GA
• 07/2014 → 02/2019
  Gfg Strategic Advisors
  Watkinsville, GA
• 01/1989 → Present
  Fellowship Of Christian Athletes Coaches Ministry Northeast Ga
  Statham, GA

Previous Registrations

• 2007-02-14 → 2013-09-05
  Wells Fargo Advisors Financial Network, Llc
  Bogart, GA
  Dublin, GA
• 2003-02-25 → 2007-02-09
  Wells Fargo Clearing Services, Llc
  Athens, GA
  Athens, GA

Other Businesses

(1) Name of Business: JBK Investments LLC Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/15/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner. Decision making. (2) Name of Business: JDT Wealth Management, LLC Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/08/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (3) Name of Business: The Avenue Wealth Management, LLC Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/08/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner, FA (4) Name of Business: TSD Advisors, LLC DBA: The Avenue Wealth Management Group Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/08/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner, FA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-03
• S63 Uniform Securities Agent State Law Examination
  1989-02-14