Unclaimed Profile

James Bradley Taylor

WASATCH ADVISORS LP·SALT LAKE CITY, Utah

Series 66Clean record25 years registeredWASATCH ADVISORS LP

505 WAKARA WAY, SALT LAKE CITY, UT 84108CRD# 4521608Firm CRD# 106081

Profile Verification

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

Identity

James Bradley Taylor · SALT LAKE CITY, UT

Registration

CRD #4521608 · WASATCH ADVISORS LP · 25 years registered

Brand Profile

Not yet started

Career History

WASATCH ADVISORS LP

Jan 2001 – present

Registrations & Exams

FINRA examinations passed

Series 66

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

WASATCH ADVISORS LP

CRD 106081 · SEC 801-11095

AUM

$26.7B

Regulatory assets under management

Employees

237 client accounts

Services offered by WASATCH ADVISORS LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at WASATCH ADVISORS LP →

Introduction

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Frequently Asked Questions

What services does James Bradley Taylor offer?

James Bradley Taylor specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are James Bradley Taylor's credentials?

James Bradley Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Bradley Taylor located?

James Bradley Taylor is based in SALT LAKE CITY, Utah, working with WASATCH ADVISORS LP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does James Bradley Taylor charge for services?

James Bradley Taylor's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASATCH ADVISORS LP?

WASATCH ADVISORS LP has approximately 90 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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