Jerry Dean Taylor

Current Employers

Employment History

• 11/2008 → 03/2020
  Ubs Financial Services Inc
  Tulsa, OK
• 03/2020 → 12/2022
  Triad Advisors
  Norcross, GA
• 03/2020 → Present
  Gwm Advisors, Llc
  New Orleans, LA
• 12/2022 → Present
  Lpl Financial Llc
  Tulsa, OK

Previous Registrations

• 2008-11-20 → 2020-03-23
  Ubs Financial Services Inc.
  Tulsa, OK
• 1999-11-17 → 2008-12-10
  Citigroup Global Markets Inc.
  Tulsa, OK
  Tulsa, OK

Other Businesses

1) 12/2022- J Taylor Private Wealth- DBA for LPL Business (entity for LPL business)- Inv related- Tulsa, OK 2) 1/20/2023 - NewEdge Advisors - Investment Related - At Reported Business Location(s) -Registered Investment Advisor Hybrid - IAR - Start Date - 03/12/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent - 100% - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. -

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-07-23

Other Names

• Jerry D Taylor
• Jerry Dean Taylor
• Jerry Dean Dean Taylor