Jackson Taylor Investment Securities

Overview

Jackson Taylor Investment Securities is a small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm focuses on fee-based portfolio management for individual and family clients and small businesses, charging a percentage of assets under management. Its practice is not oriented toward ESG investing, does not act as a pension consultant or capital allocator, and is not positioned as a multi-state adviser. Advisory activity centers on discretionary portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives