Kentrell Taylor

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 01/2012 → Present
  Corporate Dollar Entertainment, Llc
  Flint, MI
• 04/2016 → 07/2017
  Bank Of America, N.A.
  Dallas, TX
• 04/2016 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 07/2017 → 08/2019
  Hd Vest Investment Services
  Irving, TX
• 05/2017 → 08/2019
  Hd Vest Advisory Services
  Irving, TX
• 08/2019 → 08/2021
  Comerica Wealth Management
  Dallas, TX
• 05/2022 → Present
  Jpmorgan Chase Bank Na
  Dallas, TX
• 05/2022 → Present
  Jpmorgan Securities Llc
  Dallas, TX
• 08/2019 → 05/2022
  Comerica Bank
  Dallas, TX
• 09/2009 → Present
  Corporate Dollar Entertainment Llc
  Flint, MI

Previous Registrations

• 2017-07-31 → 2019-08-14
  Avantax Advisory Services
  Irving, TX
• 2016-04-26 → 2017-07-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2013-09-19 → 2016-04-21
  Usaa Financial Planning Services
  Addison, TX
• 2011-10-06 → 2012-09-18
  Wells Fargo Clearing Services, Llc
  Flint, MI
• 2008-01-01 → 2010-08-10
  United Investment Managers, Inc.
  Chicago, IL
• 2010-04-12 → 2010-07-29
  Edward Jones
  St Louis, MO

Other Businesses

Entity Name: Corporate Dollar Entertainment LLC Investment related: No "Address: 3913 Brownell Blvd Flint MI 48504" Nature of the other business: Entertainment Position/Title/Relationship: Owner/Partner Start Date: 09/30/2009 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an entertainment company that I own which promotes concerts, comedy shows and plays outside of my normal working hours. I had disclosed on my U4 but it has come to my attention that I did not disclose in iComply which is why I am doing so today. Corporate Dollar Entertainment LLC is a non investment related business located at 3913 Brownell Blvd, Flint, MI, 78504. Kentrell Taylor is the President. The business promotes concerts, comedy shows, and plays. Approximately 16 hours a month is devoted to this business, none of which are during securities trading hours. Bundle Luxury Hair Company. This business is not investment related. The business address is 13740 Midway Rd., Suite 524, Farmers Branch, TX, 75244. This is a full service hair salon providing haircare services and selling haircare products at retail. Kentrell Taylor is a member of the LLC and put up the funds to get his wife started with her own salon. Kentrell Taylor devotes approximately 4 hours a week to this business, none of which are during securities trading hours. The start date of this business was June 2019. Compensation generated from the business flows through a joint tax return that is filed collectively.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-22
• S65 Uniform Investment Adviser Law Examination
  2007-12-21

Other Names

• Kl Taylor
• Kentrell Lamont Taylor
• Kentrell L Taylor