Georgia Elizabeth Taylor Bahn

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 01/2018 → 07/2023
  Edward Jones
  St Louis, MO
• 07/2007 → 01/2018
  Us Bank
  Bozeman, MT
• 04/2009 → 12/2018
  Schmidt Property Management
  Bozeman, MT
• 07/2024 → 11/2025
  Principal Life Insurance Company
  Bozeman, MT
• 06/2024 → 11/2025
  Principal Securities, Inc.
  Bozeman, MT
• 07/2023 → 05/2024
  Unemployed
  Bozeman, MT
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Bozeman, MT
• 11/2025 → Present
  J.P. Morgan Securities Llc
  Bozeman, MT

Previous Registrations

• 2024-07-02 → 2025-11-10
  Principal Securities, Inc.
  Bozeman, MT
  Denver, CO
  Bozeman, MT
• 2018-06-21 → 2024-02-01
  Edward Jones
  Bozeman, MT
  Bozeman, MT
  St Louis, MO
  Bozeman, MT
  Bozeman, MT

Exams

• S66 Uniform Combined State Law Examination
  2018-06-20

Other Names

• Georgia Taylor
• Georgia Elizabeth Schmidt
• Georgia Schmidt
• Georgia Elizabeth Taylor
• Georgia Elizabeth Taylor-Bahn