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Inactive

Jonathan E Taylor

Capital Group Private Client Services, Inc.

Los Angeles, CA

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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-24
CA RA APPROVED 2025-10-30
IL RA APPROVED 2025-10-30
NV RA APPROVED 2025-10-30
NY RA APPROVED 2025-10-30
TX RA APPROVED 2025-10-30
  • GA RA
    APPROVED
    Since 2026-04-24
  • CA RA
    APPROVED
    Since 2025-10-30
  • IL RA
    APPROVED
    Since 2025-10-30
  • NV RA
    APPROVED
    Since 2025-10-30
  • NY RA
    APPROVED
    Since 2025-10-30
  • TX RA
    APPROVED
    Since 2025-10-30

Branch Locations

333 S. Hope St., 55Th Fl., Los Angeles, CA 90071 • 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
Merrill Lynch, Pierce, Fenner & Smith, Inc. Century City CA 07/2007 10/2019
City National Rochdale / Cnr Securities, Llc Beverly Hills CA 10/2019 06/2025
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 06/2025 Present
  • 07/2007 → 10/2019
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Century City, CA
  • 10/2019 → 06/2025
    City National Rochdale / Cnr Securities, Llc
    Beverly Hills, CA
  • 06/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
Previous Registrations
  • 2019-10-24 → 2025-06-20
    Rbc Rochdale, Llc
    Beverly Hills, CA
    New York, NY
    Santa Monica, CA
  • 2009-10-23 → 2019-10-30
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Los Angeles, CA
    Pennington, NJ
    Los Angeles, CA
    Pennington, NJ
    New York, NY
    Boston, MA
    Pennington, NJ
    Pennington, NJ
    Pennington, NJ
    New York, NY
  • 2009-01-08 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Boston, MA
  • 2008-08-01 → 2008-12-31
    Bofa Advisors, Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-31
  • S66 Uniform Combined State Law Examination
    2008-07-31
Designations
Other Names
  • Jonathan Taylor
  • Jonathan E Taylor
  • Jonathan Edward Taylor

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

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