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Jay Steve Arce

Taylor Financial Group, Inc.

Roanoke, VA

CRD 6579505

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Employer firm

Taylor Financial Group, Inc. CRD 116744

$410M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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
  • Certified Financial Planner

View on SEC IAPD

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JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

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