Lori Jeanne Taylor

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/2014 → 11/2020
  Fifth Third Securities
  Raleigh, NC
• 11/2020 → Present
  Cwa Asset Management Group
  Naples, FL

Previous Registrations

• 2015-01-15 → 2020-11-04
  Fifth Third Securities, Inc.
  Raleigh, NC
• 2006-09-05 → 2014-12-22
  Truist Investment Services, Inc.
  Raleigh, NC
  Raleigh, NC
• 2000-07-18 → 2004-04-02
  Truist Investment Services, Inc.
  Ponte Vedra, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-01-03

Designations

• Certified Financial Planner

Other Names

• Lori Jeanne Brunt
• Lori Jeanne Vanover