James Michael Taylor

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 11/2017
  Brighton Jones
  Scottsdale, AZ
• 12/2017 → 12/2018
  Versant Capital Management, Inc
  Phoenix, AZ
• 12/2018 → 04/2021
  Cable Hill Partners, Llc
  Portland, OR
• 05/2021 → 05/2025
  Mercer Global Advisors
  Scottsdale, AZ
• 05/2025 → Present
  Compound Planning, Inc.
  New York, NY

Previous Registrations

• 2021-07-27 → 2025-06-26
  Mercer Global Advisors Inc.
  Denver, CO
  Scottsdale, AZ
• 2018-12-26 → 2021-04-19
  Cable Hill Partners, Llc
  Portland, OR
• 2018-04-04 → 2018-12-20
  Versant Capital Management, Inc.
  Phoenix, AZ
• 2015-09-14 → 2017-12-01
  Brighton Jones Llc
  Scottsdale, AZ
  Seattle, WA
• 2015-09-14 → 2016-12-31
  Brighton Jones Llc
  Scottsdale, AZ
  Seattle, WA
• 2013-05-24 → 2015-07-22
  Taylor Financial, Llc
  Gilbert, AZ
• 2012-10-10 → 2013-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-23
• S66 Uniform Combined State Law Examination
  2012-10-05
• S63 Uniform Securities Agent State Law Examination
  2012-01-27

Designations

• Certified Financial Planner

Other Names

• James M Taylor