Austin O Taylor

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 06/2014 → 07/2023
  Jpmorgan Securities Llc
  Salt Lake City, UT
• 06/2014 → 07/2023
  Jpmorgan Chase Bank Na
  Salt Lake City, UT
• 08/2020 → Present
  J&A Venture Holdings Llc
  Lehi, UT
• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 09/2023 → Present
  Bank Of America, N.A.
  Salt Lake City, UT

Other Businesses

I*1411264 For profit or not for profit: Entity For Profit Name of outside business organization: J&A Venture Holdings LLC Investment related: N Address of business: Lehi, Utah, 84043, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 7/22/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This is a holding company that owns two rental properties. We receive rent from those rental properties. I*1406255 For profit or not for profit: Entity For Profit Name of outside business organization: AT FL Investments LLC Investment related: N Address of business: Lehi, Utah, 84043, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/15/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This is for an investment property in Kissimmee, FL I*1406256 For profit or not for profit: Entity For Profit Name of outside business organization: Red Sand Properties LLC Investment related: N Address of business: Lehi, utah, 84043, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/19/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This is a rental property in Hurricane, UT. I am an owner in the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-18
• S63 Uniform Securities Agent State Law Examination
  2014-10-13

Other Names

• Austin Taylor