Jay Taylor

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

Before joining LPL in 2016, Jay worked for 21 years at Ameriprise Financial, both as an advisor and as a branch manager. In that time, he built a relationship-based practice focused on understanding a client’s goals and working collaboratively to satisfy those needs.

While at Ameriprise, Jay developed a particular focus on asset management and financial planning, and carries a designation as an Accredited Asset Management Specialist (AAMS). He is passionate about using his knowledge of securities to provide clients with unique investment portfolios that deliver income and/or growth without exorbitant costs.

Jay is happily married to his college sweetheart Erin and together they have four children. Their first daughter Sydney died of heart defect as a baby and as a tribute to her, they created the Sydney Mae Taylor Foundation. Through the foundation, a 501(c)3 charity, for 12 years they supported “heart” kids going to college and sent younger “heart” kids to summer camps.

In his free time, Jay can usually be found either on a volleyball court, likely with one of his three children (who also play), or with pencil in hand creating his latest comic book story.

Jay is a passionate supporter of CASA (Court Appointed Special Advocates) who trains volunteers to support children who have been removed from their homes due to abuse or neglect. 

Jay is available for private consultations by appointment and can be reached at (609) 845-3185, or by email at jay.taylor@lpl.com, or you can reach out via the contact form.

Licenses and Credentials:

  • AAMS - Accredited Asset Management Specialist
  • Series 4, 7, 8, 24, 31, 52, 63 and 65. Registrations held through LPL Financial
  • Licensed in life, long term care, health, and disability insurance and annuities