Jeremy A Taylor
Investment adviser representative at Mdt Advisers, A Division of Federated Mdta LLC
18 yearsExperience
5 statesRegistered in
CFADesignation
$25.9BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Mdt Advisers, A Division of Federated Mdta LLCOct 2025 to now
- Federated Global Investment Management CorpOct 2025 to now
- Federated Hermes Inc.Oct 2025 to now
- Federated Investment CounselingOct 2025 to now
- Federated Securities CorpOct 2025 to now
- UnemployedJan 2025 to Oct 2025
- Foreside Fund Services, LLCMar 2019 to Jan 2025
- Catholic Investment Services, Inc.Feb 2019 to Jan 2025
- NatixisFeb 2013 to Mar 2019
- John Hancock Distributors LLCFeb 2012 to Feb 2019
- John Hancock Funds, LLCNov 2010 to Feb 2019
- Mfc Global Investment Management (U.S.), LLCNov 2010 to Feb 2018
- John Hancock Advisers, LLCSep 2010 to Feb 2019
- John HancockNov 2008 to Feb 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 5 states (IL, MA, NY, PR, TX).
Mdt Advisers, A Division of Federated Mdta LLC
Legal name: Federated Mdta LLC
$25.9BAssets managed
2,360Clients
210Advisers
28 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
- 5236055
- Firm CRD
- 109355