# Andrew Taylor

> Andrew Taylor is a fee-only financial advisor at Jefferson Bridge Capital in Wildwood, Missouri. Andrew focuses on family wealth transfer. Jefferson Bridge Capital reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-taylor/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jefferson Bridge Capital
- **Based in:** Wildwood, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $146.2M across 42 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4709276 (https://adviserinfo.sec.gov/individual/summary/4709276)
- **SEC registration:** Investment adviser representative in MO, TN, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.jeffersonbridge.com/

## Frequently asked questions

### Is Andrew Taylor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Jefferson Bridge Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Jefferson Bridge Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Andrew Taylor based?

Andrew Taylor is based in Wildwood, Missouri.

### What does Andrew specialize in?

Andrew's specialties include family wealth transfer. Andrew works with multi-generational families.

### Is Andrew Taylor registered with the SEC?

Yes. Andrew Taylor is registered as an investment adviser representative in MO, TN and TX (CRD 4709276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jefferson Bridge Capital manage?

Jefferson Bridge Capital reports $146.2M across 42 accounts in assets under management.

### How do I contact Andrew Taylor?

Through Andrew's website, www.jeffersonbridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4709276): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jeffersonbridge.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.