Justin T Taillon

Current Employers

Employment History

• 02/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2020 → Present
  Zimmerman Investment Management And Planning
  New Cumberland, PA
• 01/2016 → 01/2020
  M&M Bedding
  Baltimore, MD
• 12/2024 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2020-03-26 → 2025-01-31
  Zimmermann Investment Management & Planning Llc
  New Cumberland, PA
• 2010-03-04 → 2011-12-31
  Court Place Advisors Llc
  Ellicott City, MD
• 2008-01-08 → 2010-02-24
  Ameriprise Financial Services, Llc
  Columbia, MD
  Owings Mills, MD

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager. Start Date: 12/20/24. 160 hrs/ month; all during trading hours. Client Relations, Financial Planning, Investment Management 2. PKS Financial. Investment Related. 80 State St, Albany, NY 12207. Fixed Insurance. Agent. Start 02/2020. 10 hours per month, 5 during trading. Fixed insurance and annuity sales, client relations. Justin T Taillon is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Zimmermann Investment Management & Planning always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Zimmermann Investment Management & Planning in such individual's outside capacities. 3. Purshe Kaplan Sterling Investments - Registered Representative Justin T Taillon is a registered representative. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Zimmermann Investment Management & Planning always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Zimmermann Investment Management & Planning in such individual's outside capacities.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-13

Other Names

• Justin Timothy Taillon