Unclaimed Profile

John Philip Taylor-Jones

PRIVATE CLIENT SERVICES, LLC·LOUISVILLE, Kentucky

SIE, Series 4, Series 7, Series 8, Series 14, Series 24, Series 28, Series 53, Series 63, Series 65, Series 99TOClean recordPRIVATE CLIENT SERVICES, LLC

2225 LEXINGTON ROAD, LOUISVILLE, KY 40206CRD# 2171620Firm CRD# 120222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Philip Taylor-Jones · LOUISVILLE, KY

Registration

CRD #2171620 · PRIVATE CLIENT SERVICES, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 14

Series 24

Series 28

Series 53

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE CLIENT SERVICES, LLC

CRD 120222 · SEC 801-71475

AUM

$846M

Regulatory assets under management

Employees

2,890 client accounts

Services offered by PRIVATE CLIENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRIVATE CLIENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does John Philip Taylor-Jones offer?

John Philip Taylor-Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are John Philip Taylor-Jones's credentials?

John Philip Taylor-Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Philip Taylor-Jones located?

John Philip Taylor-Jones is based in LOUISVILLE, Kentucky, working with PRIVATE CLIENT SERVICES, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does John Philip Taylor-Jones charge for services?

John Philip Taylor-Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE CLIENT SERVICES, LLC?

PRIVATE CLIENT SERVICES, LLC has approximately 60 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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