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Inactive

Jonathan Lee Taylor

Cerity Partners LLC

Norfolk, VA

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
SC RA APPROVED 2025-01-01
GA RA APPROVED 2022-09-20
NC RA APPROVED 2022-06-17
VA RA APPROVED 2022-06-17
  • FL RA
    APPROVED
    Since 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01
  • GA RA
    APPROVED
    Since 2022-09-20
  • NC RA
    APPROVED
    Since 2022-06-17
  • VA RA
    APPROVED
    Since 2022-06-17

Branch Locations

150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Palladium Partners, Llc Norfolk VA 09/2013 06/2022
Cerity Partners Llc New York NY 06/2022 Present
  • 09/2013 → 06/2022
    Palladium Partners, Llc
    Norfolk, VA
  • 06/2022 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2013-10-08 → 2022-09-02
    Palladium Registered Investment Advisors
    Norfolk, VA
  • 2013-01-01 → 2013-07-23
    Taylor & Associates Financial Management, Llc
    Virginia Beach, VA
  • 2010-01-19 → 2012-12-31
    Taylor & Associates Financial Management, Llc
Designations

View on SEC IAPD

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