Taylor James Jay
Investment adviser representative at Sharkey Howes & Javer Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 fee
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
10 years in the industry.
- Sharkey Howes & Javer IncAug 2026 to now
- Charles Schwab Bank SsbJun 2018 to now
- Charles Schwab & Co., Inc.Aug 2016 to Aug 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Sharkey Howes & Javer Inc
$1.1BAssets managed
886Clients
9Advisers
35 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
- 6498828
- Firm CRD
- 106050