James Edward Taylor

Current Employers

Highpoint Planning Partners

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2022-02-09

IL RA
APPROVED

Since 2022-02-09

Branch Locations

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

1807 W. Diehl Road #105M, Naperville, IL 60563 • 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

Organization	City	State	From	To
Self Employed	Chicago	IL	08/2015	12/2016
Highpoint Advisor Group, Llc D/B/A Twg Wealth Partners	Naperville	IL	12/2016	Present

08/2015 → 12/2016

Self Employed

Chicago, IL
12/2016 → Present

Highpoint Advisor Group, Llc D/B/A Twg Wealth Partners

Naperville, IL

Other Businesses

Uber - Ride sharing driver - Not investment related - 08/2019 - 40 hrs/month Lyft - Ride sharing driver - Not investment related - 08/2019 - 40 hrs/month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-09

S65 Uniform Investment Adviser Law Examination

2022-02-09

View on SEC IAPD

Current Employers

Highpoint Planning Partners

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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