James Michael Taylor

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2025-06-24
AZ	RA	APPROVED	2025-06-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

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

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

Code	Exam	Date
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