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Taylor Ryan Jones

Independent Financial Partners

Ramona, CA

Tampa, FL

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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-24
  • CA RA
    APPROVED
    Since 2024-10-24

Branch Locations

Ramona, CA • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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
Lpl Financial Llc San Diego CA 11/2013 12/2018
Independent Financial Partners San Diego CA 11/2013 12/2018
Onedigital Investment Advisors Llc Overland Park KS 12/2018 Present
Triad Advisors Norcross GA 01/2019 11/2021
Independent Financial Partners Tampa FL 10/2024 Present
  • 11/2013 → 12/2018
    Lpl Financial Llc
    San Diego, CA
  • 11/2013 → 12/2018
    Independent Financial Partners
    San Diego, CA
  • 12/2018 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 01/2019 → 11/2021
    Triad Advisors
    Norcross, GA
  • 10/2024 → Present
    Independent Financial Partners
    Tampa, FL
Previous Registrations
Other Businesses

(1) Jones Advisor - not investment related - P.O. Box 97 Ramona, CA 92065 - Owner - start date March 26, 2024 - DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-27
S66 Uniform Combined State Law Examination 2007-05-17
  • S65 Uniform Investment Adviser Law Examination
    2013-12-27
  • S66 Uniform Combined State Law Examination
    2007-05-17

View on SEC IAPD

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