Meet the Team

At our firm, we have the client—and only the client—in mind.

Jay is the son of a banker and was born with a love of math. As a child, he saw first-hand his dad’s commitment to servicing the clients at his bank, PSFS. On snow days, his dad would wake up extra early to shovel out the car to make sure the bank was open so people could access their money. His dad showed him how important it was to be available to people to serve them. He fondly remembers “Friday Pizza Nights” when his mom would order pizza for dinner because his dad was working late at the bank to offer hours that were convenient to the clients.

At our firm, we have the client—and only the client—in mind.

During his time at Drexel University, Jay had an opportunity to work at Susquehanna Investment Group. On the fast-paced floor of the exchange, he saw the different ways one could invest beyond merely putting money into a savings account or a CD at the bank. This experience ignited his curiosity about the financial markets, and led him to a broader understanding of the innovative ways to help clients realize their dreams. 

Jay and Jenna began working together in 2004 at H&R Block Financial Advisors and found they shared a vision of delivering high-quality service to clients and identified a synergy between their respective strengths in helping to manage client portfolios. They continued to work together until in 2016, they jointly left Ameriprise (which had purchased H&R Block Financial Advisors) to join LPL Financial.

Jay Taylor

609-845-3185

jay.taylor@lpl.com

Jay Taylor is an advisor with LPL Financial; he, along with his assistant Jenna Champion, work with clients to pursue and achieve their retirement and investment goals. He takes a comprehensive and personal approach that looks after...

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Jenna Champion

609-845-3185

jenna.champion@lpl.com

Jenna Champion is the LPL Branch Operations Manager for Jay Taylor. Securities licensed, her priority is to help you navigate the process of pursuing your financial goals. From account opening to ongoing maintenance, she keeps the office...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.