AdvisorOS Directory
Claim Profile
JT

James Bradley Taylor

WASATCH ADVISORS LP·SALT LAKE CITY, Utah
Unclaimed Profile
505 WAKARA WAY, SALT LAKE CITY, UT 84108CRD# 4521608Firm CRD# 106081
01

About

James Bradley Taylor is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with WASATCH ADVISORS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WASATCH ADVISORS LP
WASATCH ADVISORS LP
AUM
$26.7B
Regulatory assets under management
Employees
90
Total firm employees
View all advisors at WASATCH ADVISORS LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4521608
Firm CRD# 106081
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Browse SALT LAKE CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SALT LAKE CITY
Jason Allen Stock — M3F, INC.Wallace Curtis Peterson — PHYSICIAN WEALTH ADVISORS, INC.Alison Conrad Wistner — MERCATO MANAGEMENT, LLCScott Raymond Burnett — ZIONS CAPITAL ADVISORS, INC.Jennifer Kyle Hash — ZIONS CAPITAL ADVISORS, INC.
Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile