Jacob
Taylor
Tradition Wealth Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jacob Taylor is a financial advisor who works out of Minneapolis, Minnesota with 6 years of relevant experience. Taylor is an employee of Tradition Wealth Management LLC. Over the course of their career, they have held roles at Cintas Corporation, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Lakeville North High School, Concourse Financial Group Securities (Fka Proequities, Inc) and Dba - Tradition Wealth Management. Taylor has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Tradition Wealth Management LLC is an advisory firm based out of Minneapolis, MN. The investment advisory business has offices in two locations and a total of 26 employees. It oversees $1 billion in total assets between its 4,058 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves 25 charitable organizations. Of its 4,058 accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets. Tradition Wealth Management LLC has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on which services are provided. Fees charged by Tradition Wealth Management LLC likely consist of any combination of asset-based, hourly and fixed 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.
Tradition Wealth Management LLC Brokerage Details
$1,092,428,268
26
4,058
$269,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jacob Taylor Work History
Jacob has been registered as a financial advisor for 6 years.*
Dba - Tradition Wealth Management
Lakeville North High School
Concourse Financial Group Securities (Fka Proequities, Inc)
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Cintas Corporation
*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 Jacob 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 Tradition Wealth Management LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
