Meet the Team
Allen Stocker, CFP®
Managing Partner/Private Wealth Officer
“In an industry plagued with conflicts of interest, I’m proud that we offer a high quality fiduciary service that puts our clients first.”
- Treasurer, Licking County Coalition of Care
- Past President, Pataskala Rotary Club
- Past President; Reynoldsburg-Pickerington Kiwanis
- Current member of the audio-video team and basketball referee for the K–6th-grade youth in the Upward League.
IRS Enrolled Agent
“I love helping clients find strategies that save them money so they can achieve their goals faster.”
Investment Advisor Representative; Chief Compliance Officer
“Time is the only investment that is completely within our control. I help my clients maximize their financial resources so they have more choices about how they spend their time later in life.”
Jonathan Taylor is an Investment Advisor Representative and the Chief Compliance Officer (CCO) at Patriot Asset Advisors. His number one priority is to understand his client’s thoughts and dreams in regards to their finances. By developing a good dialogue, Jonathan and his clients can develop a plan together to turn those dreams into achievable goals.
Jonathan’s interest in the stock market and investing began while in high school. He graduated from Ohio University with a Bachelor of Science degree in Health and Human Services. He never lost interest in the concept of money, investing, and timely returns. For some, the idea of investing and the potential return over time may seem complex. Jonathan welcomes your questions. His experience and careful attention to detail will eliminate confusion and foster understanding.
He is a long time resident of central Ohio and is very active in his community. At Ohio University an interest in people with mental and physical disabilities was developed and he has worked with several organizations to help serve this population. He currently volunteers in Newark at St. Vincent Haven, an emergency and transitional shelter for homeless men in Licking County.
Jonathan enjoysspending time with his wife, Dora; spoiling his grandchildren and his dog; fishing hiking, dirt biking, traveling, and being an amateur stained glass artist.