J Taylor Davis (CRD# 6690755) is an Investment Advisor Representative working at Hill Country Group in Boerne, TX and has over 7 years of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
CRD# 822926
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resolution Resource Group | Bryan, TX | Mar 2022 - Current | 2 |
| Hill Country Group | Boerne, TX | Mar 2020 - Current | 4 |
| Hill Country Retirement Solutions | Boerne, PA | Mar 2020 - Current | 4 |
| M.s. Howells & Co | Scottsdale, AZ | Jan 2021 - Dec 2021 | < 1 |
| Calton & Associates, Inc. | Houston, TX | Mar 2019 - Jan 2021 | 1 |
| Westpark Wealth Advisors, Inc. | Houston, TX | Mar 2019 - Mar 2020 | 1 |
| Axa Advisors, LLC | New York, NY | Oct 2016 - Feb 2019 | 2 |
| Unemployed | Brookshire, TX | Jul 2016 - Oct 2016 | < 1 |
| Brazos Isd | Wallis, TX | Aug 2014 - Jun 2016 | 1 |
| Abilene Colts | Abilene, TX | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- TX
-
Total Assets Under Management180MILLIONS
-
Total Number of Accounts506ACCOUNTS
-
Average Account Value$354,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
TX
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