Jennifer Taylor has been an investment adviser representative at Transce3nd since July 2022, and is not listed among the firm’s executive officers or direct owners. Jennifer Taylor studied at Azusa Pacific University.
Transce3nd LLC is a Buda, TX firm with $419M under management, 1,620 clients and 42 advisers across 17 offices, as of its May 2026 filing.
Jennifer Taylor is Senior Partner of e3 Wealth, based in Austin, Texas. She began her career in the financial services industry in 2010. Before working in finance, she was a television sports anchor and reporter for various CBS affiliates, and she is a former co-host of the Advance and Protect radio show.
Jennifer Taylor’s longest registration was 5 years at Kalos Management (2017–2022). Before joining Transce3nd in 2022, Jennifer Taylor was registered through Kalos Management and National Planning Corporation ("NPC of America" in FL & NY).
- Kalos Management– · 5 yearsKyle, TX · Adviser representative · Firm CRD 133025
- National Planning Corporation ("NPC of America" in FL & NY)– · under a yearKyle, TX · Adviser representative · Firm CRD 29604
Investment adviser representative registrations
Jennifer Taylor is registered as an investment adviser representative in Texas, since July 2022.
- TexasSince 3 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 February 2017 |
| Series 7 | General Securities Representative Examination | 21 May 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 March 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 March 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jennifer Kristie Taylor
- CRD
- 5886419
- Firm
- Transce3nd · CRD 317745
- Office
- 835 MAIN STREET, BUILDING 200, Buda, TX 78610
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- e3wealth.com
Where does Jennifer Taylor work?
Jennifer Taylor is an investment adviser representative registered through Transce3nd LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Taylor a financial advisor?
Yes. Jennifer Taylor has a current investment-adviser registration in Texas, through Transce3nd since July 2022.
How many years of experience does Jennifer Taylor have?
Jennifer Taylor has 15 years in the financial industry, since March 2011, across 3 adviser firms.
What exams has Jennifer Taylor passed?
Jennifer Taylor has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in March 2011. FINRA credited Jennifer Taylor with the SIE, which began in October 2018.
Where did Jennifer Taylor work before Transce3nd?
Before Transce3nd, Jennifer Taylor was registered through National Planning Corporation ("NPC of America" in FL & NY), February 2017 to July 2017.
Where is Jennifer Taylor based?
Jennifer Taylor’s registered office is in Buda, TX.
Is Jennifer Taylor registered with FINRA?
Yes. Jennifer Taylor has a current broker registration, under CRD 5886419.
Source: FINRA BrokerCheck
How can I verify Jennifer Taylor’s record?
Search CRD 5886419 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jennifer Taylor’s full registration record.
