Jason Taylor
Investment adviser representative at Flagship Harbor Advisors, LLC
15 yearsExperience
1 stateRegistered in
$3.4BFirm 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
- Seminars and workshops
Experience
15 years in the industry.
- Flagship Harbor Advisors, LLCDec 2017 to now
- LPL Financial LLCDec 2017 to now
- Cco Investment Services CorpMay 2011 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NH).
Flagship Harbor Advisors, LLC
$3.4BAssets managed
7,373Clients
60Advisers
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
- 5686395
- Firm CRD
- 155733