Taylor Jay
Sharkey Howes & Javer · Denver, Colorado
Taylor Jay is a fee-only financial advisor at Sharkey Howes & Javer in Denver, Colorado, who holds the CFP credential. Sharkey Howes & Javer reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sharkey Howes & Javer |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 2,397 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6498828 |
| Exams passed | Series 63 (2017) · Series 66 (2019) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | itunes.apple.com/al/podcast/sharkey-howes-javer/id1041517113?mt=2 |
How Taylor's firm compares
- Sharkey Howes & Javer's average account is about $470,000, from its Form ADV (assets managed divided by 2,397 accounts).
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Questions about Taylor
Is Taylor Jay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Sharkey Howes & Javer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Taylor charge for financial advice?
Taylor's firm, Sharkey Howes & Javer, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Taylor Jay based?
Taylor Jay is based in Denver, Colorado.
What credentials does Taylor Jay hold?
Taylor Jay holds the CFP credential.
Is Taylor Jay registered with the SEC?
Yes. Taylor Jay is registered as an investment adviser representative in CO (CRD 6498828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sharkey Howes & Javer manage?
Sharkey Howes & Javer reports $1.13B across 2,397 accounts in assets under management.
How do I contact Taylor Jay?
Through Taylor's website, itunes.apple.com/al/podcast/sharkey-howes-javer/id1041517113?mt=2.
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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