DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jonathan Andrew Taylor
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Jonathan A Taylor
At current firm
9 y
since Nov 15, 2016
In the industry
16 y
since Dec 17, 2009 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Barrow Hanley Global Investors other currentsince Nov 15, 2016 · Dallas, Tx
- Summit Advisor Solutions formerFeb 16, 2016 to Sep 14, 2016 · Dallas, Tx
- Fortitude Advisory Group L.L.C. independent RIAJan 28, 2010 to Sep 14, 2016 · Gig Harbor, Wa
Moves
a registration end followed by a registration begin elsewhere
- Fortitude Advisory Group L.L.C. to Summit Advisor Solutionsleft Sep 14, 2016, registered Feb 16, 2016 (-211 days) · Other
- Summit Advisor Solutions to Barrow Hanley Global Investorsleft Sep 14, 2016, registered Nov 15, 2016 (62 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address