James Edward Taylor

Employer firm

Highpoint Planning Partners CRD 316636

$4.78B regulatory AUM 1,090 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2022-02-09