Jennifer Kristie Taylor

Current Employers

Employment History

• 03/2011 → 07/2017
  National Planning Corporation
  Bastrop, TX
• 07/2017 → 07/2022
  Kalos Capital
  Alpharetta, GA
• 07/2017 → 07/2022
  Kalos Management
  Alpharetta, GA
• 06/2022 → Present
  Transce3Nd, Llc
  Buda, TX
• 07/2022 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2017-07-07 → 2022-08-01
  Kalos Management
  Kyle, TX
  Ponte Vedra Beach, FL
• 2017-02-21 → 2017-07-10
  National Planning Corporation
  Bastrop, TX
  Kyle, TX
  San Marcos, TX
  Austin, TX

Other Businesses

1) E3 WEALTH POSITION: Senior Partner NATURE: Independent Comprehensive Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2015 ADDRESS: 835 MAIN STREET BUILDING #200, BUDA, TX 78610, United States DESCRIPTION: Insurance sales 2) T5 EQUITY HOLDINGS/DBA SOUTHWEST TEXAS SPORTS POSITION: Owner NATURE: This is an indoor baseball and softball training facility that provides cage rentals, individual lessons and instruction. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 602 South Loop 4, Buda TX 78610, United States DESCRIPTION: As owner I mainly oversee our coaches and staff as well as handle bookkeeping 3) JKT WEALTH, LLC POSITION: Member NATURE: Limited Liability Company for Business expenses incurred for business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2018 ADDRESS: Buda TX 78610, United States DESCRIPTION: Only member of the Limited Liability Company for business expense. 4) LMFB POSITION: Manager NATURE: Private Investment group. INVESTMENT RELATED: Yes NUMBER OF HOURS: <1 SECURITIES TRADING HOURS: <1 START DATE: 3/2022 5) TRANSCE3ND POSITION: Advisor NATURE: Registered Investment Advisory firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/2022 ADDRESS: 835 MAIN STREET BUILDING #200, BUDA, TX 78610, United States DESCRIPTION: Investment Adviser Representative. 6) Name: MQT, LLC; Address: Kyle, Texas; Investment Related: No; Position: Partner; Duties: Passive Investor - Holds Real Estate to be developed into an office building; Hours Per Week: Less than 2 hour per week; Start Date: 7/1/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-08
• S63 Uniform Securities Agent State Law Examination
  2011-03-31

Other Names

• Jennifer K Blossom
• Jennifer Taylor