Jay
Arce
Taylor Financial Group, Inc
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About this Advisor
Jay Arce is a financial advisor based in Roanoke, Virginia, working with Taylor Financial Group, Inc. Jay has previously held positions at Compass Financial Group, Inc, H&R Block, Uber, Sonder Financial Advisors, and Taylor Financial Group, Inc. Jay is registered to provide services in Virginia. Currently, Jay is part of Taylor Financial Group, Inc, which operates out of Roanoke, Virginia. The firm has 5 employees and manages assets totaling $313.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Taylor Financial Group, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
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Taylor Financial Group, Inc Brokerage Details
$313,265,174
5
1,011
$309,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jay Arce Work History
Taylor Financial Group, Inc
Sonder Financial Advisors
H&R Block
Uber
Compass Financial Group, Inc
Disclosures
Please visit the SEC profile of Jay Arce 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 Taylor Financial Group, Inc
Roanoke, VA
Roanoke, VA
Roanoke, VA
Roanoke, VA
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