Taylor Franzman (CRD# 6848793) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clovis, CA and has over 6 years of experience in the finance industry.
CRD# 1617984
Kovack Advisors, Inc.
CRD# 4675304
Eagle Strategies LLC
CRD# 6327763
Rbc Capital Markets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Temple City, CA | Jun 2019 - Current | 4 |
J.p. Morgan Securites, LLC | Temple City, CA | Jun 2019 - Current | 4 |
Dm Supplies Network | Fresno, CA | May 2019 - Jun 2019 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fresno, CA | Aug 2017 - Apr 2019 | 1 |
Bank Of America, N.a. | Fresno, CA | Aug 2017 - Apr 2019 | 1 |
Unemployed | Clovis, CA | Jun 2017 - Jul 2017 | < 1 |
Unemployed | Fullerton, CA | Apr 2017 - Jun 2017 | < 1 |
Albertsons | Fullerton, CA | Oct 2016 - Apr 2017 | < 1 |
Unemployed | Fullerton, CA | Jul 2016 - Oct 2016 | < 1 |
Fenix Consulting Group | Orange, CA | Sep 2015 - Jul 2016 | < 1 |
Unemployed | Fullerton, CA | Jun 2015 - Aug 2015 | < 1 |
Golden Plains Unified School District, Tranquillity High School | Tranquillity, CA | Aug 2014 - Jun 2015 | < 1 |
Unemployed | Clovis, CA | Jul 2014 - Jul 2014 | < 1 |
Dynaco, Cool Hand Luke's | Clovis, CA | Jul 2012 - Jun 2014 | 1 |
Clovis Unified School District | Clovis, CA | Feb 2010 - Jun 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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