John Michael Taylor

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 07/1996 → Present
  Buckeye Home Improvement Inc.
  Cols., OH
• 06/2000 → Present
  Stifel, Nicolaus & Co., Inc.
  Columbus, OH

Other Businesses

Olentangy Local Schools; 814 Shanahan Rd Lewis Center OH 43035; Basketball Coach; 9th Grade Boys Basketball Coach; 06/01/2016; 10.00 Hour(s) Per Week; not during securities trading hours; Not Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-08
• S63 Uniform Securities Agent State Law Examination
  1999-04-30