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Jake Edward Taylor

Oppenheimer & Co. Inc.

New York, NY

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Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-04-17
  • NY RA
    APPROVED
    Since 2025-04-17

Branch Locations

85 Broad Street 23Rd Floor, New York, NY 10004 • 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
Rockefeller & Co Greenwich CT 08/2021 04/2025
Rockefeller Financial Llc Greenwich CT 08/2021 04/2025
University Of Southern California Los Angeles CA 08/2017 05/2021
Eton College Windsor, Berkshire 08/2015 08/2017
Oppenheimer & Co. Inc. New York NY 04/2025 Present
  • 08/2021 → 04/2025
    Rockefeller & Co
    Greenwich, CT
  • 08/2021 → 04/2025
    Rockefeller Financial Llc
    Greenwich, CT
  • 08/2017 → 05/2021
    University Of Southern California
    Los Angeles, CA
  • 08/2015 → 08/2017
    Eton College
    Windsor, Berkshire
  • 04/2025 → Present
    Oppenheimer & Co. Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21
Other Names
  • Jake Taylor

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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