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Taylor Carl Jobe

Mkt Advisors LLC

Carlsbad, CA

CRD 6555891

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Employer firm

Mkt Advisors LLC CRD 163833

$464M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Mkt Advisors Llc

2888 Loker Ave Suite 103, Carlsbad, CA 92010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-09-16
  • CA RA
    APPROVED
    Since 2015-09-16

Branch Locations

2888 Loker Ave Suite 103, Carlsbad, CA 92010 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mkt Advisors, Llc Escondido CA 12/2021 Present
Mkt Advisors, Llc Escondido CA 09/2015 12/2021
Other Businesses

1) HARVEST LLC; INVESTMENT-RELATED; 1612 SHORELINE DR., SANTA BARBARA, CA 93109; SAAS PROVIDING OPTIONS CALCULATIONS; OWNER AND PRESIDENT; 5/2022; 4 HOURS PER MONTH; STRATEGIC DIRECTION ON DEVELOPMENT 2) DPL FINANCIAL PARTNERS; 1906 STANLEY GAULT PKWY, LOUISVILLE, KY 40223; INSURANCE MARKETPLACE; STRATEGIC ADVISORY BOARD MEMBER; .5 HOURS PER MONTH; PROVIDING USER FEEDBACK ABOUT DPL'S PRODUCT, SERVICES, AND STRATEGY;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-16
  • S65 Uniform Investment Adviser Law Examination
    2015-09-16

View on SEC IAPD

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