James
Taylor
Main Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Taylor is a financial advisor operating in Edgewood, Kentucky who has 4 years of relevant experience. Taylor is an advisor for Main Management, LLC. Their career trajectory has included roles at Main Management, LLC, Ceros Financial Services, Inc, Northern Lights Distributors, LLC, Wells Fargo Advisors, LLC, Orion Portfolio Solutions, LLC and Depuy Synthese. Taylor holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Kentucky. Main Management, LLC is a financial advisory company operating out of San Francisco, CA. The company has offices in three locations and a total of 18 advisors. It manages $1 billion in assets among its 281 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 281 client accounts, 58% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules largely vary depending on which services are offered. However, fees charged by Main Management, LLC most likely include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Main Management, LLC Brokerage Details
$1,175,772,484
18
281
$4,184,244
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Taylor Work History
James has been registered as a financial advisor for 4 years.*
Northern Lights Distributors, LLC
Main Management, LLC
Ceros Financial Services, Inc
Orion Portfolio Solutions, LLC
Depuy Synthese
Wells Fargo Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Main Management, LLC
Edgewood, KY
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Rutherford, NJ
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
