John Samuel Taylor
Investment adviser representative at Taylor Financial Group, Inc.
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$410MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Taylor Financial Group, Inc.Oct 1992 to now
- #ia Taylor Financial Group IncorporatedMay 1992 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (VA).
Taylor Financial Group, Inc.
$410MAssets managed
501Clients
4Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2244949
- Firm CRD
- 116744