David Jason
Taylor

Barrow Hanley Global Investors

CRD#6846592
Investment Advisor
in Dallas, TX

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About this Advisor

David Jason Taylor is a financial advisor based in Dallas, Texas, working with Barrow Hanley Global Investors. David has previously held positions at Barrow, Hanley, Mewhinney & Strauss, LLC and Value Management Company (VMG Health). David is registered to provide services in Texas. Currently, David is part of Barrow Hanley Global Investors, which operates out of Dallas, Texas. The firm has 100 employees and manages assets totaling $49.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Barrow Hanley Global Investors includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2200 Ross Avenue, 31St Floor
Dallas, TX 75201-2761

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Barrow Hanley Global Investors Brokerage Details

Total Assets Under Management

$49,869,329,873

TX Average: $3,042,739,679
Total Number of Employees

100

TX Average: 49
Total Number of Accounts

268

TX Average: 2,315
Average Account Size

$186,079,589

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

David Jason Taylor Work History

2016 - Present (8 years)

Barrow, Hanley, Mewhinney & Strauss, LLC

2013 - 2016 (3 years)

Value Managment Company (Vmg Health)

Disclosures

Please visit the SEC profile of David Jason 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 Barrow Hanley Global Investors

James Mccormack
Dallas, TX
David Feygenson
Dallas, TX
Ross Campbell
Dallas, TX
Shannon Hogan
Dallas, TX
Matthew Routh
Dallas, TX
Pranay Laharia
Dallas, TX
Sherry Zhang
Dallas, TX
David Jason Taylor
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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