Jonathan E Taylor

Employer firm

Capital Group Private Client Services, Inc. CRD 312837

$42.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 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

• S66 Uniform Combined State Law Examination
  2008-07-31

Designations

• Chartered Financial Analyst

Other Names

• Jonathan Taylor
• Jonathan E Taylor
• Jonathan Edward Taylor