William Taylor has been an investment adviser representative at Dean, Jacobson Financial Services since October 2014, and is not listed among the firm’s executive officers or direct owners.
Dean, Jacobson Financial Services, LLC is a Fort Worth, TX firm with $519M under management, 564 clients and 7 advisers in one office, as of its March 2026 filing.
William Taylor’s longest registration is the current one, 12 years at Dean, Jacobson Financial Services since 2014. Before joining Dean, Jacobson Financial Services in 2014, William Taylor was registered through LPL Financial LLC.
- – present · 12 yearsFort Worth, TX · Adviser representative · Firm CRD 115879
- LPL Financial LLC– · 8 yearsHouston, TX · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
William Taylor is registered as an investment adviser representative in Texas, since October 2014.
- TexasSince 22 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 April 2012 |
| Series 7 | General Securities Representative Examination | 18 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Harold Taylor
- CRD
- 5742058
- Firm
- Dean, Jacobson Financial Services · CRD 115879
- Office
- 3112 W. 4TH ST., Fort Worth, TX 76107
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Taylor work?
William Taylor is an investment adviser representative registered through Dean, Jacobson Financial Services, LLC since October 2014, and is not listed among the firm’s executive officers or direct owners.
Is William Taylor a financial advisor?
Yes. William Taylor has a current investment-adviser registration in Texas, through Dean, Jacobson Financial Services since October 2014.
How many years of experience does William Taylor have?
William Taylor has 14 years in the financial industry, since November 2011, across 2 adviser firms.
What exams has William Taylor passed?
William Taylor has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2011. FINRA credited William Taylor with the SIE, which began in October 2018.
Where is William Taylor based?
William Taylor’s registered office is in Fort Worth, TX.
Is William Taylor registered with FINRA?
Yes. William Taylor has a current broker registration, under CRD 5742058.
Source: FINRA BrokerCheck
How can I verify William Taylor’s record?
Search CRD 5742058 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Taylor’s full registration record.
