J
CRD: 155793
Jackson Taylor Investment Securities
Seneca, SC
8648883111
$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
1 Employees
110 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2010
- Office Locations
- 1
Office Locations
705 Westhampton Dr. Seneca SC
About Jackson Taylor Investment Securities
Jackson Taylor Investment Securities is a Seneca-based RIA. The firm has been operating for 15 years. Managing $16.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$16.0M AVG AUM / ADVISOR
$145.5K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
North
Investment Vehicles
Eagle momentum
Services
Element element Peak Pioneer
Owner & Executives
L
LEONARD JACKSON TAYLOR
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #1292422
- Ownership
- 75% or more
(209) 970-6129
ember.ember@beaconcapital.com
in linkedin.com/in/ridge-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,000,000
Equity - Exchange:
22.9% Cash:
61.3% U.S. Government/Agency:
15.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,281,620,578 | 22.9% |
| Cash | $3,430,713,599 | 61.3% |
| U.S. Government/Agency | $884,262,232 | 15.8% |
| Total | $5,596,596,409 | 100.0% |