Andrew Julius Taylor
Investment adviser representative at Jefferson Bridge Capital, LLC
13 yearsExperience
3 statesRegistered in
$146.2MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Jefferson Bridge Capital, LLCDec 2023 to now
- Woodmont Investment Counsel, LLCNov 2021 to now
- Morgan Stanley Private Bank, N.A.Jan 2015 to Oct 2021
- Morgan StanleyJun 2013 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (MO, TN, TX).
Jefferson Bridge Capital, LLC
$146.2MAssets managed
27Clients
3Advisers
3 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
- 4709276
- Firm CRD
- 325636