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Advisor

John Taylor

John H Taylor · Jones, Oklahoma

John Taylor is a fee-only financial advisor at John H Taylor in Jones, Oklahoma. John H Taylor reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmJohn H Taylor
Based in Jones, Oklahoma
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$16.7M across 138 accounts
SEC registration Investment adviser representative in OK, TX · CRD 4846081
Exams passedSeries 66 (2004)
Firm size1 employee
Disclosures Reported; see the SEC record
LinkedInProfile

How John's firm compares

  • John H Taylor's average account is about $121,000, from its Form ADV (assets managed divided by 138 accounts).

What fee-only advisors charge

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Questions about John

Is John Taylor a fee-only financial advisor?

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

How does John charge for financial advice?

John's firm, John H Taylor, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is John Taylor based?

John Taylor is based in Jones, Oklahoma.

Is John Taylor registered with the SEC?

Yes. John Taylor is registered as an investment adviser representative in OK and TX (CRD 4846081), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does John H Taylor manage?

John H Taylor reports $16.7M across 138 accounts in assets under management.

How do I contact John Taylor?

Contact details aren't on file yet. Search for John H Taylor.

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
  • 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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