Jay Matthew Taylor

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → Present
  Lpl Financial, Llc
  Lumberton, NJ

Previous Registrations

• 2009-10-05 → 2016-09-08
  Ameriprise Financial Services, Llc
  Mount Laurel, NJ
  Conshohocken, PA
  Marlton, NJ
  Conshohocken, PA
• 2003-06-26 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Mount Laurel, NJ
  Quakertown, PA
  Wernersville, PA
  Carbondale, PA
  Shamokin, PA
  Reston, VA
  Marlton, NJ
• 2002-11-20 → 2003-06-25
  Choreo, Llc
  Marlton , NJ

Other Businesses

(1) 09/09/2016: On The Square Comics - Comic Book Artist - Investment Related - 42 Turnbridge Drive, Lumberton NJ 08048 - Start 03/19/2014 - 15 Hr/Mo; 0 Hour(s) During Securities Trading; 10% Time Spent (2) 09/19/2016: On the Square Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 42 Turnbridge Drive, Lumberton, NJ 08048 - Start 09/07/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-16
• S63 Uniform Securities Agent State Law Examination
  1995-11-07

Other Names

• Jay Matthew Taylor