Ronald Jack Taylor
Investment adviser representative at Novem Group
10 yearsExperience
14 statesRegistered in
$1.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Novem GroupApr 2022 to now
- American Portfolios Financial Services, Inc.Oct 2016 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 14 states (AZ, CA, CO, FL, GA, IA, IL, KS, MA, ND, NE, NY, TX, WA).
Novem Group
$1.7BAssets managed
3,653Clients
32Advisers
15 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
- 2904604
- Firm CRD
- 158964