Jesse L. Taylor
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm 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 assetsHourlyFixed or flat feeCommissions
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
11 years in the industry.
- Pinnacle Financial Strategies, LLCMay 2025 to now
- Commonwealth Financial NetworkDec 2019 to now
- Jlt FinancialNov 2024 to May 2025
- Miller MccurryDec 2019 to Nov 2024
- Northwestern Mutual Wealth Management CompanyJan 2016 to Dec 2019
- Northwestern Mutual Investment Services LLCOct 2015 to Dec 2019
- Northwestern Mutual Life Insurance CompanyOct 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6375856
- Firm CRD
- 8032