Jonathan David Taylor

Current Employers

Patriot Asset Advisors, Llc

7889 E Broad St Sw, Pataskala, OH 43062 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2018-04-11

OH RA
APPROVED

Since 2018-04-11

Branch Locations

7889 E Broad St Sw, Pataskala, OH 43062 • 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
Summit Brokerage Services	Pataskala	OH	10/2015	02/2018
Patriot Advisors, Llc	Newark	OH	02/2018	Present

10/2015 → 02/2018

Summit Brokerage Services

Pataskala, OH
02/2018 → Present

Patriot Advisors, Llc

Newark, OH

Previous Registrations

2015-10-20 → 2018-02-16

Cetera Investment Advisers Llc

Pataskala, OH
2011-09-06 → 2015-11-13

J P Turner & Company Capital Management, Llc

Pataskala, OH
2007-11-02 → 2011-09-08

Edward Jones

Hebron, OH

St Louis, MO
2006-07-27 → 2006-08-15

Waddell & Reed

Dublin, OH

Other Businesses

(1) JONATHAN TAYLOR; INVESTMENT RELATED; 7889 E BROAD ST SW, PO BOX 933, PATASKALA, OH 43062; LIFE INSURANCE; PRODUCER; STARTED 1/1/2017; APX 1 HOUR/MONTH, NONE DURING TRADING; PROVIDING LIFE INSURANCE AS PART OF FINANCIAL PLANNING WITH PROSPECTS AND CLIENTS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-04
S63	Uniform Securities Agent State Law Examination	1991-07-02

S66 Uniform Combined State Law Examination

2008-01-04
S63 Uniform Securities Agent State Law Examination

1991-07-02

Other Names

Jonathan Taylor

View on SEC IAPD