Meet Our Team

J Taylor Private Wealth Management is a financial consultancy firm based in Tulsa, Oklahoma. We specialize in wealth management and asset management services for families of various sizes, income levels, and goals. 

Your Family's Financial Future = Our Family's Purpose

Unlike bulkier wealth management firms, J Taylor is almost a completely family-run operation—with three of our four specialists being family members. Our family's roots in the financial services industry began with Jerry Taylor (known to most of us as "Dad") over 30 years ago. He was joined some-15-years ago by his son, Jordan, and still later, his daughter, Hannah. The team also includes  Kellie Schuttler— a financial advisor with over 20 years' experience in the industry.


Our Family

Jerry Taylor

Managing Principal 

Jerry Taylor has been active in financial advisory and brokerage services since 1986. He holds an MBA from the University of Tulsa where he attended on a football scholarship. Jerry and his wife Sarah enjoy playing golf and tennis as well as spending time with their grandchildren. 

Jordan Taylor, CRPS

Managing Director 

Jordan Taylor has been in the financial industry for 14 years - 13 of those with the Taylor Group at UBS Financial Services. He received his Business and Entrepreneurship degree from the University of Oklahoma in 2005. Jordan is the past President of the Tulsa Southside Rotary. Jordan and his wife Nichole enjoy spending their time outside with their twin girls, Emerson and Ashton.

Kellie Schuttler 

Registered Client Services Manager 

Kellie Schuttler has been active in the financial advisory industry since 2000, where she started in a role with UBS Financial Services. Kellie acquired her Series 7 and Series 63 licensing in 2006. She’s been a valued member of the team for many years. She enjoys spending time with her family. 

Hannah Craver

Client Services Associate 

Hannah Craver, the daughter of Jerry and sister to Jordan, is the latest addition to the J Taylor team. Her previous experience in Human Resources and Public Relations aids in her superior service in various administrative capacities. Hannah graduated with her Bachelor's degree in 2010 focusing on Communications. Like her father, she played sports for the University of Tulsa—in her case, the Women’s Soccer Team. Hannah has two boys, Elijah and Ezekiel.


​Maintaining Family Ethics & Integrity

As a family company, we approach financial services for your family in the same way we'd consult our own families—with due diligence, transparency, and integrity.