John Blake Taylor

Current Employers

Tucker Asset Management Llc

1520 West Canal Court Suite 100, Littleton, CO 80120 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2021-12-21

UT RA
APPROVED

Since 2021-12-21

Branch Locations

Sandy, UT • United States

1520 West Canal Court Suite 100, Littleton, CO 80120 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Heritage Financial Place	Sandy	UT	12/1997	Present
Horter Investment Management	Cincinnati	OH	10/2014	08/2020
Ae Wealth Management, Llc	Topeka	KS	08/2020	12/2021
Tucker Asset Management Llc	Littleton	CO	12/2021	Present

12/1997 → Present

Heritage Financial Place

Sandy, UT
10/2014 → 08/2020

Horter Investment Management

Cincinnati, OH
08/2020 → 12/2021

Ae Wealth Management, Llc

Topeka, KS
12/2021 → Present

Tucker Asset Management Llc

Littleton, CO

Previous Registrations

2020-08-07 → 2022-01-04

Ae Wealth Management, Llc

Midvale, UT

Salt Lake City, UT

Sandy, UT
2014-10-23 → 2020-08-03

Horter Investment Management, Llc

Sandy, UT

Cincinnati, OH

Midvale, UT
2014-07-31 → 2014-10-13

Kalos Management

Sandy, UT

Ponte Vedra Beach, FL
1996-09-19 → 2004-07-01

Cetera Wealth Services, Llc

Sandy, UT

Other Businesses

1.) HERITAGE FINANCIAL PLACE, INC: YES INVESTMENT RELATED; 3940 E ALPINE VALLEY CIR, SANDY, UT 84092; INSURANCE SALES; PRESIDENT & CEO; START DATE 12/1997; APPROX 160 HRS/MO; APPROX 160 HRS/MO DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-09-27

S63 Uniform Securities Agent State Law Examination

1982-09-27

Designations

Other Names

J Blake Taylor

View on SEC IAPD