Best Investors Account Sign in
Inactive

Jay Steve Arce

Taylor Financial Group, Inc.

Roanoke, VA

Claim This Profile
Current Employers
Taylor Financial Group, Inc.

3102 Brambleton Avenue., Sw, Roanoke, VA 24018 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-10-18
  • VA RA
    APPROVED
    Since 2018-10-18

Branch Locations

3102 Brambleton Avenue., Sw, Roanoke, VA 24018 • 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
H&R Block Asheville NC 12/2016 07/2018
Uber Asheville NC 08/2016 07/2018
Sonder Financial Advisors Asheville NC 05/2017 07/2018
Taylor Financial Group, Inc. Roanoke VA 10/2018 Present
  • 12/2016 → 07/2018
    H&R Block
    Asheville, NC
  • 08/2016 → 07/2018
    Uber
    Asheville, NC
  • 05/2017 → 07/2018
    Sonder Financial Advisors
    Asheville, NC
  • 10/2018 → Present
    Taylor Financial Group, Inc.
    Roanoke, VA
Previous Registrations
Designations

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY
john aston edmunds
Stephen Berry
Brandon Burk Williams
Brian Barrows
ELIZABETH ROBERTS THOMAS

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Roanoke, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
LPL FINANCIAL LLC · ROANOKE, VA
HORNOR, TOWNSEND & KENT, LLC · ROANOKE, VA

More in Roanoke, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor