Taylor L Banks

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2021 → Present
  Jpmorgan Chase Bank Na
  Dallas, TX
• 01/2021 → Present
  Jpmorgan Securities Llc
  Dallas, TX
• 07/2020 → 01/2021
  Bank Of America Corporation
  Dallas, TX
• 04/2014 → 07/2020
  City Credit Union
  Dallas, TX

Other Businesses

Entity Name: Taylor Leigh's Written Reality Investment related: No Address: Private Residence Nature of the other business: Content Creator Position/Title/Relationship: Owner/Partner Start Date: 04/02/2025 Approximate # of hours a week: More than 20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Taylor Leigh's Written Reality's mission is to inspire a deeper connection with God through authentic storytelling. Through raw reflections, heartfelt poetry, and faith-centered expressions, the company seek to illuminate the presence of God in everyday life. The nature of the business are journaling and poetry. This will incorporate social media including a podcast.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-16
• S63 Uniform Securities Agent State Law Examination
  2013-10-30

Other Names

• Taylor Leigh Banks