Taylor Monson

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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-05-25
ND	RA	APPROVED	2022-05-23

TX RA
APPROVED

Since 2022-05-25
ND RA
APPROVED

Since 2022-05-23

Branch Locations

Thompson, ND • United States

4700 S Washington St Suite A, Grand Forks, ND 58201 • 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

Organization	City	State	From	To
Rydell	Grand Forks	ND	06/2014	10/2021
Property Works, Llc	Thompson	ND	01/2019	09/2021
Edward Jones	Grand Forks	ND	10/2021	08/2022
Edward Jones	St Louis	MO	08/2022	Present

06/2014 → 10/2021

Rydell

Grand Forks, ND
01/2019 → 09/2021

Property Works, Llc

Thompson, ND
10/2021 → 08/2022

Edward Jones

Grand Forks, ND
08/2022 → Present

Edward Jones

St Louis, MO

Other Businesses

Property Works, LLC Type: Property Management Date: 01/01/19 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Fulfill rental leases, manage renters, perform property maintenance, etc. City-State: Thompson ND

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-19

S66 Uniform Combined State Law Examination

2022-05-19

Designations

Certified Financial Planner

Other Names

Taylor Broyles

View on SEC IAPD