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Jennifer Oanh Hall

TAYLOR FRIGON FAMILY OFFICE, LLC·SCOTTSDALE, Arizona
Series 65Clean record5 years registeredTAYLOR FRIGON FAMILY OFFICE, LLC
18835 N. THOMPSON PEAK PKWY, SCOTTSDALE, AZ 85255CRD# 7044995Firm CRD# 323249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Oanh Hall · SCOTTSDALE, AZ
Registration
CRD #7044995 · TAYLOR FRIGON FAMILY OFFICE, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

TAYLOR FRIGON FAMILY OFFICE, LLC
Jan 2023 – present
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 29, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TAYLOR FRIGON FAMILY OFFICE, LLC
CRD 323249 · SEC 801-127146
AUM
$1M
Regulatory assets under management
Employees
13
3 client accounts
Services offered by TAYLOR FRIGON FAMILY OFFICE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TAYLOR FRIGON FAMILY OFFICE, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jennifer Oanh Hall offer?
Jennifer Oanh Hall specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jennifer Oanh Hall's credentials?
Jennifer Oanh Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Oanh Hall located?
Jennifer Oanh Hall is based in SCOTTSDALE, Arizona, working with TAYLOR FRIGON FAMILY OFFICE, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jennifer Oanh Hall charge for services?
Jennifer Oanh Hall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAYLOR FRIGON FAMILY OFFICE, LLC?
TAYLOR FRIGON FAMILY OFFICE, LLC has approximately 13 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TAYLOR FRIGON FAMILY OFFICE, LLC

Michael C. Wold
SCOTTSDALE, AZ

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Research
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