Jim Taylor

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Forbes Lists

#39

Forbes Best-In-State Wealth Advisors (2024)

Massachusetts - Boston (Private Wealth)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

About Jim Taylor

Jim is the founder of The Taylor Group and brings over 30 years of experience in wealth management to serve an exclusive group of successful individuals, families, entrepreneurs and corporate executives across the United States. Together with his team, he uses a consultative approach to design a customized plan that helps address each client’s unique needs and long-term objectives. He has earned the trust of a generation of successful families through his knowledgeable and seasoned guidance.

The description above is provided by Jim.

Focus Area / Customer Base

Successful families, corporate executives, and entrepreneurs.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states

INVESTMENT AND INSURANCE PRODUCTS:
• NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE