Unclaimed Profile

Jay Steve Arce

TAYLOR FINANCIAL GROUP, INC.·ROANOKE, Virginia

Clean recordTAYLOR FINANCIAL GROUP, INC.

3102 BRAMBLETON AVENUE., SW, ROANOKE, VA 24018CRD# 6579505Firm CRD# 116744

Profile Verification

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

Identity

Jay Steve Arce · ROANOKE, VA

Registration

CRD #6579505 · TAYLOR FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jay Steve Arce is a registered financial advisor based in ROANOKE, Virginia, affiliated with TAYLOR FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TAYLOR FINANCIAL GROUP, INC.

AUM

$313M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TAYLOR FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6579505

Firm CRD# 116744

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jay Steve Arce offer?

Jay Steve Arce specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.

What are Jay Steve Arce's credentials?

Jay Steve Arce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Steve Arce located?

Jay Steve Arce is based in ROANOKE, Virginia, working with TAYLOR FINANCIAL GROUP, INC.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.

How does Jay Steve Arce charge for services?

Jay Steve Arce's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAYLOR FINANCIAL GROUP, INC.?

TAYLOR FINANCIAL GROUP, INC. has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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