Christopher Jordan Taylor
Investment adviser representative at Core Planning
24 yearsExperience
2 statesRegistered in
$525MFirm assets
1 yearFirm 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
Experience
24 years in the industry.
- University of California, Santa CruzJan 2023 to now
- Core PlanningDec 2022 to now
- Edward JonesMay 2021 to Nov 2022
- UnemployedMar 2021 to May 2021
- Northwestern Mutual Wealth Management CompanySep 2020 to Mar 2021
- Northwestern Mutual Investment Services LLCMar 2020 to Mar 2021
- Northwestern Mutual Life Insurance CompanyFeb 2020 to Mar 2021
- UnemployedDec 2019 to Feb 2020
- Floral Image New YorkMay 2019 to Dec 2019
- UnemployedMar 2019 to May 2019
- Edward JonesNov 2018 to Mar 2019
- Chickfila GreystoneAug 2018 to Nov 2018
- UnemployedMay 2018 to Aug 2018
- 5th Dimension Architecture and InteriorsJun 2017 to Aug 2017
- Jordan Standby PhotographyApr 2016 to Mar 2018
- Troy University Housing DepartmentJul 2015 to May 2018
- Valley Printing CompanyJun 2015 to Dec 2016
- Highlands CafeApr 2013 to Feb 2018
- StudentAug 2002 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AL, MO).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 6960650
- Firm CRD
- 154660