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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Taylar B Owen

Advisor at J.P. MORGAN SECURITIES LLC

Tempe, AZ | Columbus, OH

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Search this name across graphsid dfx:ria:fb4331e7-2efa-c879-a3ab-e04e99373501

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2014 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: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 23, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 23, 2014
First registration: Sep 24, 2014
Dual registered: yes, broker-dealer
Other names: Taylar B Owen|Taylar Owen
IAPD individual key: 6347878

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
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 5, 2025	n/a	yes	Tempe, AZ\|Columbus, OH	Current employment
EDWARD JONES	National bd RIA	Jun 30, 2021	Nov 15, 2025	no	ST LOUIS, MO\|Phoenix, AZ\|TEMPE, AZ\|TEMPE, AZ\|TEMPE, AZ\|ST LOUIS, MO	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Feb 27, 2018	Jun 24, 2021	no	PHOENIX, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Apr 23, 2018	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 7, 2016	Jan 8, 2018	no	PHOENIX, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 30, 2015	Dec 9, 2015	no	CHANDLER, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 24, 2014	Apr 28, 2015	no	CHANDLER, AZ	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
EDWARD JONES	J.P. MORGAN SECURITIES LLC	Nov 15, 2025	Dec 5, 2025	20	Firm change	Ibd to wirehouse
MML INVESTORS SERVICES, LLC	EDWARD JONES	Jun 24, 2021	Jun 30, 2021	6	Firm change	Ibd to ibd
USAA INVESTMENT SERVICES COMPANY	MML INVESTORS SERVICES, LLC	Apr 23, 2018	Feb 27, 2018	-55	Firm change after gap	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	USAA FINANCIAL PLANNING SERVICES	Dec 9, 2015	Apr 7, 2016	120	Firm change	Other

Relationships

Registered with (6)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Dec 5, 2025 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 30, 2021 to Nov 15, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Feb 27, 2018 to Jun 24, 2021factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Apr 23, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 7, 2016 to Jan 8, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 30, 2015 to Dec 9, 2015factForm ADV

Dated events

Occurred
Nov 15, 2025
Advisor changed firm
Taylar B Owen left Edward Jones for J.P. Morgan Securities Llc (registered 2025-12-05)
Form ADVobserved 4 days ago