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Jeffrey Taylor

Strategic Advisers LLC

Chandler, AZ

Queen Creek, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States

Queen Creek, AZ • 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
J.P Morgan Securities Llc Phoenix AZ 03/2015 09/2016
Fidelity Brokerage Services Llc Chandler AZ 11/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 09/2016
    J.P Morgan Securities Llc
    Phoenix, AZ
  • 11/2016 → Present
    Fidelity Brokerage Services Llc
    Chandler, AZ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-104646|OrgNmn:Dead Dillo LLC dba Truly Innovative Concepts|Org Addr:QUEEN CREE,Arizona,US|OBA Nature:3D printing crafts, selling, d|Invst Rel:N|Title:Partner|Duties:sales, design, consulting|StrtDt:12-09-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-05
S63 Uniform Securities Agent State Law Examination 1995-03-22
  • S65 Uniform Investment Adviser Law Examination
    1995-04-05
  • S63 Uniform Securities Agent State Law Examination
    1995-03-22
Designations
Other Names
  • Jeffrey Taylor
  • Jeffrey Eugene Taylor

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
VAL VISTA CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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