Jonathan Taylor

Investment Advisor Representative/Chief Compliance Officer

Understanding his client’s vision of retirement and developing a plan to achieve that dream is his goal.  Beginning with developing a dialogue where clients are comfortable sharing their thoughts regarding their current financial situation; to understanding the process of developing cash flow in retirement, and the strategies it takes to get there.

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 compounding returns. For some, the idea of investing and the potential return over time may seem complex, but Jonathan can reduce the complex to simple terms that adds clarity to your situation. He welcomes your questions and with his experience and careful attention to details will eliminate confusion and foster understanding.

He is a long-time resident of central Ohio. While attending Ohio University, Jonathan’s interest in individuals with mental and physical disabilities began. Since then, he has volunteered with organizations that help with addictions, homelessness, and job placement.

Jonathan enjoys spending time with his wife Dora, daughters, granddaughters, and a very spoiled dog. Jonathan is a DIYer with home construction and remodeling. Enjoys most outdoor pursuits, especially fishing, hiking, dirt biking. If the weather is not cooperating, he will be inside working on a DIY project or his hobby of stained glass .

Jonathan Taylor
“We know our financial decisions today will have an impact on how and where we spend our time in retirement. Let’s make sure the choices you make today bring you closer to your dreams of tomorrow.”
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