Taylor Jobe
MKT Advisors · Carlsbad, California
Taylor Jobe is a fee-only financial advisor at MKT Advisors in Carlsbad, California. MKT Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | MKT Advisors |
|---|---|
| Based in | Carlsbad, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $463.7M across 991 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6555891 |
| Exams passed | Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mktadvisorsllc.com |
| Profile |
How Taylor's firm compares
- MKT Advisors's average account is about $468,000, from its Form ADV (assets managed divided by 991 accounts).
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Questions about Taylor
Is Taylor Jobe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and MKT Advisors 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, MKT Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Taylor Jobe based?
Taylor Jobe is based in Carlsbad, California.
Is Taylor Jobe registered with the SEC?
Yes. Taylor Jobe is registered as an investment adviser representative in CA (CRD 6555891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MKT Advisors manage?
MKT Advisors reports $463.7M across 991 accounts in assets under management.
How do I contact Taylor Jobe?
Through Taylor's website, www.mktadvisorsllc.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
- 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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