Jason C Taylor

Employer firm

Taylors Financial CRD 323416

$22.7M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/1997 → 06/2018
  Tnt Enterprises
  Lakewood, CO
• 02/1998 → Present
  Taylor'S Accounting & Income Tax
  Lakewood, CO
• 08/2022 → Present
  Ftc Prosperity Advisors Dba Taylors Financial
  Fort Collins, CO
• 10/2013 → 09/2022
  Aspen Leaf Wealth Management, Pbc
  Lakewood, CO

Previous Registrations

• 2013-10-29 → 2022-09-26
  Aspen Leaf Wealth Management, Pbc
  Golden, CO
  Lakewood, CO
• 2009-08-10 → 2013-10-25
  Voya Financial Advisors, Inc.
  Colorado Springs, CO
  Midvale, UT
  Longmont, CO
  Lakewood, CO
  Midvale, UT
  Fort Collins, CO
• 2007-11-09 → 2009-01-26
  Pruco Securities, Llc.
  Lakewood, CO
  Englewood, CO
  Lakewood, CO
• 2003-12-03 → 2008-01-25
  Taylors Accounting & Income Tax
  Lakewood, CO

Other Businesses

1) TAYLOR'S ACCOUNTING & INCOME TAX,NO,1708 KIPLING, LAKEWOOD, CO 80215,TAX PLANNING & PREPARATION,ACCOUNTANT,02/01/1998,4,4,TAX PLANNING & PREPARATION. 2) JASON TAYLOR,NO,LAKEWOOD, CO,PROPERTY MANAGEMENT,COLLECT RENT,05/01/2009,4,4,COLLECT RENTS. 3) Jason C Taylor is a children's author with Blue Shoe Books, LLC. Less than one hour a month is spent on this activity. 4) Taylor Financial Planning Inc.; Not Investment Related; Tax Planning and Tax Preparation; Owner. 5) FTC Evergreen LLC; Not Investment Related; LLC owns the commercial office where the firm's primary office is located; Owner. 6) 365 Tax Strategy; Investment Related: No; 4025 Automation Way, D3 Fort Collins CO 80525 USA; Position Title: Tax Preparer & Planner; Responsibilities Duties: Prepare Tax Returns and complete personal and Business Tax Plans; Start date: 2024-01-01; Hours per month during trading hours: 60; Hours per month outside trading hours: 20. 7) name; Team Treasurer for 2012 Arsenal Blue investment-related; No address; 2721 S College Ave Fort Collins CO 80525 position; Team Treasurer start date; 2025-07-23 hours/month devoted to business; 4 hours devoted to business during securities trading hours; 1 duties; Create a budget for the team, collect and deposit funds. Pay team expenses

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-11-02
• S65 Uniform Investment Adviser Law Examination
  2003-09-16

Designations

• Certified Financial Planner

Other Names

• Jason Cleve Taylor