Taylor Payton
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 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 JonesJan 2021 to now
- Cross Country MortgageJul 2020 to Jan 2021
- Fidelity Brokerage Services LLCFeb 2020 to Jun 2020
- Keller WilliamsJan 2019 to Feb 2020
- Fedex CorporationSep 2018 to Dec 2018
- Pennsylvania State UniversityAug 2018 to Aug 2020
- Summit FundingJul 2016 to May 2018
- Saddleback CollegeJun 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7228495
- Firm CRD
- 250