John
Taylor
Icon Wealth Partners
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About this Advisor
John Taylor is a financial advisor based out of Houston, Texas with a total of 1 year of industry experience. Taylor works at Icon Wealth Partners. During their career, Taylor has held roles at Purshe Kaplan Sterling Investments, Icon Wealth Partners, Briar Oil And Gas, LLC, Mufg Union Bank, N.A and Icon Wealth Advisors, LLC. Taylor holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Icon Wealth Partners is a business that has its headquarters in Houston, TX. It oversees $2 billion in total assets among its 3,318 accounts, making it one of the largest firms in the United States by assets under management. Of its 3,318 client accounts, 49% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees usually depend on which service is offered. However, fee types charged by Icon Wealth Partners can be comprised of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Icon Wealth Partners Brokerage Details
$1,754,768,460
19
3,318
$528,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
John Taylor Work History
John has been registered as a financial advisor for 1 years.*
Icon Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Icon Wealth Partners
Briar Oil And Gas, LLC
Mufg Union Bank, N.A
*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 John 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 Icon Wealth Partners
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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