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Jenny May Taylor

Tradeway

Mexia, TX

CRD 6687503

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Employer firm

Tradeway CRD 281879

$89.2M regulatory AUM 23,000 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Tradeway

Mexia, TX • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-09-12
TX RA APPROVED 2017-06-28
  • MN RA
    APPROVED
    Since 2024-09-12
  • TX RA
    APPROVED
    Since 2017-06-28

Branch Locations

Mexia, TX • 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
Tradeway Corsicana TX 06/2010 Present
  • 06/2010 → Present
    Corsicana, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-28
  • S65 Uniform Investment Adviser Law Examination
    2017-06-28
Other Names
  • Jenny M Taylor

View on SEC IAPD

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