Javon Taylor
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Swansea, IL 62226
Credentials
Series 66
Industry experience
2 years
Javon Taylor is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management and long-term planning strategies that address their financial goals. Javon collaborates with business owners, construction and project managers, and high-net-worth individuals, providing comprehensive financial solutions supported by Merrill's investing resources and Bank of America's banking capabilities.
Javon's expertise includes retirement planning and fiduciary responsibilities, holding professional designations such as Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). He earned his high school diploma from Althoff Catholic High School.
He focuses on building strong client relationships through clear guidance and a deep understanding of each client's financial situation, aiming to help clients pursue their short-, mid-, and long-term objectives.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
3121 N Illinois St
Swansea, IL 62226
Illinois · Texas
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2024 - Present (2 years)
Wells Fargo Clearing Services
2023 - 2024 (1 year)
Unemployed
2023 - 2023 (1 year)
UMB Bank, N.A.
2022 - 2023 (1 year)
Rural King
2022 - 2022 (1 year)
Brazils Family Restaurant
2018 - 2022 (4 years)
Middle/High School
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
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Trust company
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Real estate agent
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Is not active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
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