John Taylor has been President/Director of Taylor Financial Group since May 1992, is a control person of the firm and directly owns between 50% and 75% of it.
Taylor Financial Group, Inc. is a Roanoke, VA firm with $410M under management, 501 clients and 4 advisers in one office, as of its February 2026 filing.
- Taylor Financial Group, Inc.Current– present · 34 yearsRoanoke, VA · Adviser representative · Firm CRD 116744
Investment adviser representative registrations
John Taylor is registered as an investment adviser representative in Virginia, since October 1992.
- VirginiaSince 5 October 1992
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 10 September 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 1992 |
| Series 7 | General Securities Representative Examination | 23 June 1992 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Samuel Taylor
- CRD
- 2244949
- Firm
- Taylor Financial Group · CRD 116744
- Role
- President/Director
- Office
- 3102 BRAMBLETON AVE, Roanoke, VA 24018
- Registration
- Investment adviser registration
- In the industry since
- October 1992
- Disciplinary history
- Not yet shown here · SEC record
Where does John Taylor work?
John Taylor has been President/Director of Taylor Financial Group, Inc. since May 1992, and is a control person of the firm.
Is John Taylor a financial advisor?
Yes. John Taylor has a current investment-adviser registration in Virginia, through Taylor Financial Group since October 1992.
How many years of experience does John Taylor have?
John Taylor has 34 years in the financial industry, since October 1992, across 1 adviser firm.
What exams has John Taylor passed?
John Taylor has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in June 1992.
Where is John Taylor based?
John Taylor’s registered office is in Roanoke, VA.
Is John Taylor registered with FINRA?
No. John Taylor has no current broker registration.
How can I verify John Taylor’s record?
Search CRD 2244949 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Taylor’s full registration record.
