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Jennifer Allison Taylor

Pure Financial Advisors, LLC

San Diego, CA

Wheaton, IL

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Current Employers
Pure Financial Advisors, Llc

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-04-16
TX RA APPROVED 2025-04-16
  • IL RA
    APPROVED
    Since 2025-04-16
  • TX RA
    APPROVED
    Since 2025-04-16

Branch Locations

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

104 E Roosevelt Rd Suite 100, Wheaton, IL 60187 • 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
Fidelity Brokerage Services, Inc. Chicago IL 09/1994 03/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2020
Fairhaven Wealth Management, Llc Wheaton IL 03/2020 Present
Pure Financial Advisors, Llc San Diego CA 04/2025 Present
  • 09/1994 → 03/2020
    Fidelity Brokerage Services, Inc.
    Chicago, IL
  • 07/2018 → 03/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2020 → Present
    Fairhaven Wealth Management, Llc
    Wheaton, IL
  • 04/2025 → Present
    Pure Financial Advisors, Llc
    San Diego, CA
Previous Registrations
  • 2020-03-06 → 2025-07-07
    Fairhaven Wealth Management, Llc
    Wheaton, IL
  • 2018-07-13 → 2020-03-09
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 1998-08-09 → 2018-07-13
    Strategic Advisers Llc
    Oakbrook, IL
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-18
S63 Uniform Securities Agent State Law Examination 1996-11-06
  • S65 Uniform Investment Adviser Law Examination
    1998-08-18
  • S63 Uniform Securities Agent State Law Examination
    1996-11-06
Designations

View on SEC IAPD

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