Our Drive For Excellent Service
Our motivation for delivering the best wealth management services possible is not complicated—it's family.
The Taylor Family first entered the financial services industry over 30 years ago with Jerry Taylor, whom most of us know simply as "Dad." His motivation then is the same path we follow today—to help families manage their wealth in a way that ensures financial security and growth. It's our simple, relationship-centric drive that makes J Taylor stand out. Putting your family first has been our north star for decades and will continue to be our guiding light well into the future.
"We're a family-first full-service financial firm." - Jordan Taylor, J Taylor Managing Director