Taylor Glenne Simpson
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Taylor Glenne Simpson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesDec 2023 to now
- UnemployedFeb 2021 to Jul 2023
- L'horizon Resort and SpaOct 2019 to May 2020
- Steve Hermann HotelsSep 2019 to May 2020
- UnemployedFeb 2019 to Jul 2019
- The Parker Palm SpringsMar 2018 to Apr 2018
- UnemployedSep 2017 to Dec 2017
- Photographer, Self- EmployedAug 2017 to Dec 2023
- J.P. Morgan Institutional Investments, Inc.Oct 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6530533
- Firm CRD
- 250