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TAYLOR FINANCIAL CONSULTING
JILL TAYLOR GORDON
CRD 114577
8204 TYLER, LANTANA, TX, 76226, United States
Phone
817-825-2036
Fax
940-455-7246
Registration
— (—)
Source
State registered
Total AUM
$807K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $47K |
| High net worth individuals | 3 | $760K |
Official SEC filing: View on IAPD