Andrew Taylor
Jefferson Bridge Capital · Wildwood, Missouri
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Jefferson Bridge Capital |
|---|---|
| Based in | Wildwood, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $146.2M across 42 accounts |
| SEC registration | Investment adviser representative in MO, TN, TX · CRD 4709276 |
| Exams passed | Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jeffersonbridge.com |
How Andrew's firm compares
- Jefferson Bridge Capital's average account is about $3.5 million, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Jefferson Bridge Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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