Jacob Thomas Taylor
Investment adviser representative at Tradition Wealth Management LLC
8 yearsExperience
1 stateRegistered in
$2.6BFirm assets
22 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
- Pension consulting
Experience
8 years in the industry.
- Tradition Wealth Management LLCNov 2017 to now
- dba - Tradition Wealth ManagementAug 2017 to now
- Concourse Financial Group Securities (fka Proequities, Inc)Aug 2017 to Dec 2022
- Lakeville North High SchoolJan 2015 to Jul 2024
- Northwestern Mutual Investment Services LLCDec 2014 to Aug 2017
- Northwestern Mutual Life Insurance CompanyDec 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MN).
Tradition Wealth Management LLC
$2.6BAssets managed
2,244Clients
23Advisers
22 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
- 6402410
- Firm CRD
- 128314