Taylor Chamness has been an investment adviser representative at Brent Forrest & Associates since March 2022, and is not listed among the firm’s executive officers or direct owners.
Brent Forrest & Associates, L.L.C. is a San Antonio, TX firm with $657M under management, 446 clients and 3 advisers in one office, as of its July 2026 filing.
Taylor Chamness’ longest registration is the current one, 4 years at Brent Forrest & Associates since 2022. Before joining Brent Forrest & Associates in 2022, Taylor Chamness was registered through Frost Investment Services and Axa Advisors, LLC.
- Wela Financial AdvisoryCurrent– present · 4 yearsSan Antonio, TX · Adviser representative · Firm CRD 126266
- Frost Investment Services– · 2 yearsSan Antonio, TX · Adviser representative · Firm CRD 286129
- Axa Advisors, LLC– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Taylor Chamness is registered as an investment adviser representative in Texas, since March 2022.
- TexasSince 24 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 June 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 September 2016 |
| Series 7 | General Securities Representative Examination | 25 August 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Taylor A Chamness
- CRD
- 6679382
- Firm
- Brent Forrest & Associates · CRD 126266
- Office
- 366 W SUNSET RD, BUILDING 4, San Antonio, TX 78209
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Taylor Chamness work?
Taylor Chamness is an investment adviser representative registered through Brent Forrest & Associates, L.L.C. since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Chamness a financial advisor?
Yes. Taylor Chamness has a current investment-adviser registration in Texas, through Brent Forrest & Associates since March 2022.
How many years of experience does Taylor Chamness have?
Taylor Chamness has 10 years in the financial industry, since August 2016, across 3 adviser firms.
What exams has Taylor Chamness passed?
Taylor Chamness has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2016. FINRA credited Taylor Chamness with the SIE, which began in October 2018.
Where did Taylor Chamness work before Brent Forrest & Associates?
Before Brent Forrest & Associates, Taylor Chamness was registered through Axa Advisors, LLC, June 2018 to July 2019.
Where is Taylor Chamness based?
Taylor Chamness’ registered office is in San Antonio, TX.
Is Taylor Chamness registered with FINRA?
No. Taylor Chamness has no current broker registration.
How can I verify Taylor Chamness’ record?
Search CRD 6679382 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Chamness’ full registration record.