Jonathan Taylor
Helping independent financial advisors and their HNW clients personalize goals-based investment solutions
- Role
- Private Wealth Consultant at Capital Group Private Client Services
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jonathan Taylor
Jonathan Taylor has over 18 years of experience in the financial services industry. He…
Experience
Private Wealth Consultant
Capital Group Private Client Services
Jun 2025 — Present · Los Angeles, CA, US
Education
James Madison University
B.S.
2001 — 2005
Skills
- Asset Allocation
- Mutual Funds
- Asset
- Wealth Management
- Investment Management
- Financial Services
- Etfs
- Portfolio Management
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