Jack Guy 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

• 01/2022 → 01/2024
  2020 Companies
  Greenville, NC
• 08/2021 → 01/2022
  New York Life
  Raleigh, NC
• 07/2020 → 08/2021
  Walmart
  Washington, NC
• 07/2019 → 12/2019
  Slate Consulting
  Raleigh, NC
• 07/2017 → 07/2019
  Harris Teeter
  Raleigh, NC
• 01/2024 → 06/2026
  Fidelity Investments
  Raleigh, NC
• 12/2019 → 07/2020
  Unemployed
  Raleigh, NC
• 01/2013 → 07/2017
  Unemployed
  Raleigh, NC
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Durham, NC
• 07/2026 → Present
  Bank Of America, N.A.
  Durham, NC

Previous Registrations

• 2025-04-03 → 2026-07-06
  Strategic Advisers Llc
  Durham, NC
  Durham, NC
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-03-08
• S63 Uniform Securities Agent State Law Examination
  2024-03-19

Other Names

• Jack Taylor