Emily Marja Taylor

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2015 → 11/2017
  Robert W. Baird
  Grand Rapids, MI
• 12/2017 → 09/2021
  Raymond James & Associates, Inc.
  Holland, MI
• 10/2021 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2017-12-12 → 2021-10-13
  Raymond James & Associates, Inc.
  Holland, MI
• 2015-07-02 → 2017-12-01
  Robert W. Baird & Co. Incorporated
  Holland, MI
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2015-06-30
• S63 Uniform Securities Agent State Law Examination
  2003-11-18

Other Names

• Emily M. Nelson
• Emily Marja Nelson