Jonathan
Taylor

Barrow Hanley Global Investors

CRD#5680101
Investment Advisor
in Dallas, TX

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About this Advisor

Jonathan Taylor is a financial advisor based in Dallas, Texas, working with Barrow Hanley Global Investors. Jonathan has previously held positions at Argentus Advisors, Purshe Kaplan Sterling Investments, Summit Advisor Solutions, and Barrow, Hanley, Mewhinney & Strauss, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jonathan 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

Series 66, 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

Jonathan Taylor Work History

2016 - Present (8 years)

Barrow, Hanley, Mewhinney & Strauss, LLC

2016 - 2016 (< 1 year)

Summit Advisor Solutions

2014 - 2014 (< 1 year)

Purshe Kaplan Sterling Investments

2010 - 2016 (6 years)

Argentus Advisors

Disclosures

Please visit the SEC profile of Jonathan 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

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

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