Jacob Thomas Taylor

Employer firm

Tradition Wealth Management LLC CRD 128314

$2.60B regulatory AUM 162 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 1031 EXCHANGE CONSULTING

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

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

Current Employers

Employment History

• 12/2014 → 08/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2014 → 08/2017
  Northwestern Mutual Investment Services Llc
  Mendota Hts, MN
• 01/2015 → 07/2024
  Lakeville North High School
  Mendota Heights, MN
• 08/2017 → 12/2022
  Concourse Financial Group Securities (Fka Proequities, Inc)
  Edina, MN
• 08/2017 → Present
  Dba - Tradition Wealth Management
  Edina, MN

Previous Registrations

• 2017-11-14 → 2017-11-27
  Concourse Financial Group Securities, Inc.
  Edina, MN

Other Businesses

(dba) TRADITION WEALTH MANAGEMENT; INVESTMENT RELATED; 7601 FRANCE AVENUE SOUTH., #100, EDINA, MN 55435, IA; INSURANCE AND INVESTMENTS; INSURANCE AGENT / WEALTH ADVISOR, TRADITION SPORTS MANAGEMENT; START DATE 08/2017; 200 HRS PER MONTH, 150 HRS DURING SECURITY TRADING HRS; WORK WITH CLIENTS TO BUILD FINANCIAL PLANS AND HELP THEM IMPLEMENT THE PLAN WITH INVESTMENT STRATEGIES AND INSURANCE PLANNING. >> STRAPPED, LLC; NON-INVESTMENT RELATED; 16673 EARLY DAWN TRAIL, LAKEVILLE, MN 55044; HEALTH AND WELLNESS; OWNER; START DATE 04/2019; 5 HOURS PER MONTH WITH NO HOURS DURING TRADING HOURS; FITNESS EVENTS SUCH AS MARATHONS AND CROSS-FIT COMPETITION - OFFER APPAREL FOR SALE AS WELL. >> LAKEVILLE NORTH HIGH SCHOOL; NON-INVESTMENT; 19600 IPAVA AVENUE WEST, LAKEVILLE, MN 55044; SCHOOL SPORTS; HEAD HOCKEY COACH (11/2019); NOVEMBER THRU MARCH EACH YEAR 40 HRS PER MONTH; 0 HOURS DURING TRADING HOURS; RUN PRACTICES AND COACH GAMES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-14
• S63 Uniform Securities Agent State Law Examination
  2015-01-03

Other Names

• Jake Thomas Taylor
• Jacob Thomas Taylor
• Jacob Taylor