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RIA / WealthAdvisorCertified Financial Planner29 years in industry

JASON C TAYLOR

Advisor at TAYLORS FINANCIAL

FORT COLLINS, CO

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Search this name across graphsid dfx:ria:ae340109-5194-8f5a-b830-3df038aa4fac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 3, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TAYLORS FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 16, 2003
First registration: Dec 3, 2003
Dual registered: no
Other names: JASON CLEVE TAYLOR
IAPD individual key: 4470837

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TAYLORS FINANCIAL	State registered	Oct 18, 2022	n/a	yes	FORT COLLINS, CO	Current employment
ASPEN LEAF WEALTH MANAGEMENT, PBC	State registered	Oct 29, 2013	Sep 26, 2022	no	GOLDEN, CO\|LAKEWOOD, CO	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Aug 10, 2009	Oct 25, 2013	no	COLORADO SPRINGS, CO\|MIDVALE, UT\|LONGMONT, CO\|LAKEWOOD, CO\|MIDVALE, UT\|FORT COLLINS, CO	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Nov 9, 2007	Jan 26, 2009	no	LAKEWOOD, CO\|ENGLEWOOD, CO\|LAKEWOOD, CO	Previous registration
TAYLORS ACCOUNTING & INCOME TAX	n/a	Dec 3, 2003	Jan 25, 2008	no	LAKEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ASPEN LEAF WEALTH MANAGEMENT, PBC	TAYLORS FINANCIAL	Sep 26, 2022	Oct 18, 2022	22	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	ASPEN LEAF WEALTH MANAGEMENT, PBC	Oct 25, 2013	Oct 29, 2013	4	Firm change	Other
PRUCO SECURITIES, LLC	VOYA FINANCIAL ADVISORS, INC.	Jan 26, 2009	Aug 10, 2009	196	Firm change	Other
TAYLORS ACCOUNTING & INCOME TAX	PRUCO SECURITIES, LLC	Jan 25, 2008	Nov 9, 2007	-77	Firm change after gap	Other

Relationships

Registered with (5)

→ TAYLORS FINANCIALRegistered adviserregistration: current employment
Oct 18, 2022 to presentfactForm ADV
→ ASPEN LEAF WEALTH MANAGEMENT, PBCRegistered adviserregistration: previous registration
Oct 29, 2013 to Sep 26, 2022factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Aug 10, 2009 to Oct 25, 2013factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Nov 9, 2007 to Jan 26, 2009factForm ADV
→ TAYLORS ACCOUNTING & INCOME TAXRegistered adviserregistration: previous registration
Dec 3, 2003 to Jan 25, 2008factForm ADV

Dated events

Occurred
Sep 26, 2022
Advisor changed firm
Jason C Taylor left Aspen Leaf Wealth Management, Pbc for Taylors Financial (registered 2022-10-18)
Form ADVobserved 5 days ago