Taylor Payton

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2019 → 02/2020
  Keller Williams
  Gainesville, FL
• 07/2016 → 05/2018
  Summit Funding
  San Juan Capistrano, CA
• 09/2018 → 12/2018
  Fedex Corporation
  Gainesville, FL
• 02/2020 → 06/2020
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 06/2016 → 08/2018
  Saddleback College
  Mission Viejo, CA
• 08/2018 → 08/2020
  Pennsylvania State University
  State College, PA
• 01/2021 → Present
  Edward Jones
  St. Louis, MO
• 07/2020 → 01/2021
  Cross Country Mortgage
  San Juan Capistrano, CA

Other Businesses

Rental Property Type of business: Rental Real Estate Lake Forest, CA Start date: 11/1/2025 Landlord Hours per week: 0 Hours during trading: 0 Owner of property. Hired property management company to handle day-to-day tasks and monthly rent receipt. I spend very little, if any, time on this property.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-04
• S63 Uniform Securities Agent State Law Examination
  2020-06-12

Other Names

• Taylor Mcrae Payton
• Taylor Payton