Jay Steve Arce
Investment adviser representative at Taylor Financial Group, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$410MFirm assets
Are you Jay Steve Arce? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Taylor Financial Group, Inc.Oct 2018 to now
- Sonder Financial AdvisorsMay 2017 to Jul 2018
- H&r BlockDec 2016 to Jul 2018
- UberAug 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Taylor Financial Group, Inc.
$410MAssets managed
501Clients
4Advisers
23 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
- 6579505
- Firm CRD
- 116744