Jeffrey Taylor
Jeffrey Taylor is a registered investment advisor at M Holdings Securities, INC., based in Atlanta, GA, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2014Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Jeffrey is the founder/partner of Crescent Wealth Advisory, LLC, a fee-based investment advisory firm, dedicating about a quarter of his time. He is also a partner/principal at Crescent Wealth Management, Inc., focusing on sales and marketing for fixed life insurance, which takes nearly full-time hours, and a passive owner of Lion Street, an insurance producer group.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
Crescent Wealth Advisory, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Sterne Agee Financial Services, INC.Broker
Crescent Wealth Capital Management, LLC
Crescent Wealth Capital Management, LLC
Mid Atlantic Capital CorporationBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Signator Investors, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.