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Jason C Taylor

Taylors Financial

Fort Collins, CO

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Current Employers
Taylors Financial

4025 Automation Way D3, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-23
CO RA APPROVED 2022-10-18
  • TX RA
    APPROVED
    Since 2023-01-23
  • CO RA
    APPROVED
    Since 2022-10-18

Branch Locations

4025 Automation Way D3, Fort Collins, CO 80525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tnt Enterprises Lakewood CO 05/1997 06/2018
Taylor'S Accounting & Income Tax Lakewood CO 02/1998 Present
Ftc Prosperity Advisors Dba Taylors Financial Fort Collins CO 08/2022 Present
Aspen Leaf Wealth Management, Pbc Lakewood CO 10/2013 09/2022
  • 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
    Lakewood, CO
Previous Registrations
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-11-02
S65 Uniform Investment Adviser Law Examination 2003-09-16
  • S63 Uniform Securities Agent State Law Examination
    2007-11-02
  • S65 Uniform Investment Adviser Law Examination
    2003-09-16
Designations
Other Names
  • Jason Cleve Taylor

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