Unclaimed Profile

Jonathan Lee Taylor

PALLADIUM PARTNERS, LLC·NORFOLK, Virginia

Clean record16 years registeredPALLADIUM PARTNERS, LLC

999 WATERSIDE DRIVE, NORFOLK, VA 23510-3320CRD# 5736831Firm CRD# 145076

Profile Verification

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

Identity

Jonathan Lee Taylor · NORFOLK, VA

Registration

CRD #5736831 · PALLADIUM PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Jun 2022 – present

PALLADIUM REGISTERED INVESTMENT ADVISORS

Oct 2013 – Sep 2022

NORFOLK, VA

TAYLOR & ASSOCIATES FINANCIAL MANAGEMENT, LLC

Jan 2013 – Jul 2013

VIRGINIA BEACH, VA

TAYLOR & ASSOCIATES FINANCIAL MANAGEMENT, LLC

Jan 2010 – Dec 2012

VIRGINIA BEACH, VA

Registrations & Exams

Registration record

First registered · January 19, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALLADIUM PARTNERS, LLC

CRD 145076 · SEC 801-68408

AUM

$3.4B

Regulatory assets under management

Employees

2,579 client accounts

Services offered by PALLADIUM PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing 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 PALLADIUM PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Lee Taylor offer?

Jonathan Lee Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Virginia for a consultation.

What are Jonathan Lee Taylor's credentials?

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

Where is Jonathan Lee Taylor located?

Jonathan Lee Taylor is based in NORFOLK, Virginia, working with PALLADIUM PARTNERS, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Jonathan Lee Taylor charge for services?

Jonathan Lee Taylor'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 PALLADIUM PARTNERS, LLC?

PALLADIUM PARTNERS, LLC has approximately 31 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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