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Houston W Taylor

Edward Jones

Yuba City, CA

CRD 2973758

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-17
CA RA APPROVED 2006-10-17
  • TX RA
    APPROVED_RES
    Since 2018-12-17
  • CA RA
    APPROVED
    Since 2006-10-17

Branch Locations

475 Century Park Drive Suite B, Yuba City, CA 95991 • 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
Edward D. Jones & Co., L.P. Yuba City CA 05/1998 Present
  • 05/1998 → Present
    Edward D. Jones & Co., L.P.
    Yuba City, CA
Other Businesses

SUTTER HIGH SCHOOL SUTTER, CA 95982 STARTED: 10/2003 ASST GIRL'S VARSITY BB COACH 10 HRS WORKED ASST HEAD VARSITY COACH WITH THE VARSITY GIRL'S BASKETBALL PROGRAM AT THE HIGH SCHOOL. PRIMARILY LIMITED TO THE BASKETBALL SEASON FROM OCTOBER TO FEBRUARY**

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-13
S63 Uniform Securities Agent State Law Examination 1997-11-11
  • S65 Uniform Investment Adviser Law Examination
    2006-10-13
  • S63 Uniform Securities Agent State Law Examination
    1997-11-11
Other Names
  • Houston W Taylor
  • Houston Whitney Taylor

View on SEC IAPD

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