Taylor Ryan Jones
Investment adviser representative at Independent Financial Partners
13 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
Are you Taylor Ryan Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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
13 years in the industry.
- Independent Financial PartnersOct 2024 to now
- Onedigital Investment Advisors LLCDec 2018 to now
- Triad AdvisorsJan 2019 to Nov 2021
- Independent Financial PartnersNov 2013 to Dec 2018
- LPL Financial LLCNov 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Independent Financial Partners
Legal name: Ifp Advisors, LLC
$16.3BAssets managed
54,154Clients
319Advisers
18 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
- 5155346
- Firm CRD
- 125112