Jordan T Taylor
Investment adviser representative at Zions Capital Advisors, Inc.
16 yearsExperience
10 statesRegistered in
$830.8MFirm assets
22 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Zions Bancorporation, N.A.May 2025 to now
- Zions Capital Advisors, Inc.May 2025 to now
- UnemployedJul 2024 to May 2025
- Sg Americas Securities, LLCJul 2021 to Jul 2024
- Full-time EducationAug 2020 to Jun 2021
- Sg Americas Securities, LLCJun 2020 to Aug 2020
- Full-time EducationAug 2019 to May 2020
- Solera Holdings, Inc.Jun 2019 to Aug 2019
- Full-time EducationAug 2018 to May 2019
- Solera Holdings, Inc.Jun 2018 to Aug 2018
- Full-time EducationAug 2017 to May 2018
- Ken Garff Automotive GroupJun 2017 to Aug 2017
- Full-time EducationAug 2010 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, ID, NV, OR, TX, UT, WA, WY).
Zions Capital Advisors, Inc.
$830.8MAssets managed
45Clients
14Advisers
22 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
- 7262498
- Firm CRD
- 131308