JT
JT

James Scott Taylor

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is an independent licensed insurance agent since May 2021.

Employment History
Current Registrations
Inspire Advisors, LLC
April 2025 - Present · 10 mos
Previous Registrations
Amc Wealth Management, LLC
June 2024 - February 2025 · 8 mos
Retirement Planners of America
July 2012 - May 2024 · 11 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.