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

Jason Hyrum Taylor

Ep Wealth Advisorsindependent RIADenver, Co IA-onlyIAPD 6559805

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Jun 3, 2026

In the industry

11 y

since Sep 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ep Wealth Advisors independent RIA current
since Jun 3, 2026 · Denver, Co
Farther independent RIA
Feb 27, 2024 to Jun 1, 2026 · Thornton, Co
Strategic Wealth Investment Group, LLC independent RIA
Nov 10, 2022 to Feb 26, 2024 · Bellevue, Wa
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Oct 16, 2022 · Boston, Ma
Strategic Advisers LLC national BD
Jan 11, 2017 to Jul 13, 2018 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Farther to Ep Wealth Advisors
left Jun 1, 2026, registered Jun 3, 2026 (2 days) · RIA to RIA
Strategic Wealth Investment Group, LLC to Farther
left Feb 26, 2024, registered Feb 27, 2024 (1 days) · RIA to RIA
Fidelity Personal And Workplace Advisors to Strategic Wealth Investment Group, LLC
left Oct 16, 2022, registered Nov 10, 2022 (25 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Jason Hyrum Taylor left Farther for Ep Wealth Advisors (registered 2026-06-03)
Jun 1, 2026 · Advisor changed firm · fact
Jason Hyrum Taylor left Strategic Wealth Investment Group, Llc for Farther (registered 2024-02-27)
Feb 26, 2024 · Advisor changed firm · fact
Jason Hyrum Taylor left Fidelity Personal And Workplace Advisors for Strategic Wealth Investment Group, Llc (registered 2022-11-10)
Oct 16, 2022 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address