Javon Antoine Taylor

Advisor at Merrill — Swansea, IL

Updated today

Credentials

Series 66

Experience

2 years

Location

Swansea, IL 62226

Merrill logo

Merrill

Institution

Total advisors

25,478

Across 3,099 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Javon Taylor is a Financial Advisor at Merrill Lynch Wealth Management. Based primarily in the St. Louis area, he works with individuals, local union laborers, business owners, and professionals to develop personalized financial strategies. His focus areas include retirement planning, wealth accumulation, and providing long-term financial confidence. He has particular expertise serving clients in the construction, HVAC, and roofing industries, understanding the distinct opportunities and challenges they encounter. Javon leverages Merrill's investment capabilities and Bank of America's resources to offer coordinated financial advice and guidance.

Javon's professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Althoff Catholic High School. His client services span corporate executive services, executive compensation, family wealth management strategies, tax minimization, and retirement income planning among others.

Outside of his professional work, Javon enjoys basketball, fishing, spending time with his family, and watching movies.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Wealth management Retirement income strategy Tax-loss harvesting Business ownership considerations

Occupation focus

Founder/Business Owner Union Employee

Demographic focus

HENRY (High Earners, Not Rich Yet)

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Swansea, IL

3121 N Illinois St

Swansea IL 62226

Advisors at this office

21

Most active in

Illinois · Texas

Work history

2 years of industry experience

Bank of America, N.A.

2024 - Present • 2 years

Swansea, IL

Merrill

2024 - Present • 2 years

Swansea, IL

Wells Fargo Clearing Services

2023 - 2024 • 1 year

St Louis, MO

Unemployed

2023 - 2023 • 1 year

Belleville, IL

UMB Bank, N.A.

2022 - 2023 • 1 year

Collinsville, IL

Rural King

2022 - 2022 • 1 year

Swansea, IL

Brazils Family Restaurant

2018 - 2022 • 4 years

Cahokia Heights, IL

Middle/High School

2013 - 2018 • 5 years

Belleville, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Blake F

CFP®, Series 66

O'Fallon, IL

Integrated Advisors Network LLC

I specialize in tax, estate, and retirement planning for high-net worth individuals. Rather than leading with products or quick fixes, I starts every relationship by understanding what matters most - your goals, your concerns, and the future you're working toward. I live with my wife and two kids in Aviston, IL and I love playing a round of golf, rooting on the Cardinals, and spending time with my family.

Wealth management Roth conversion strategy General tax planning Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Executive Engineering Professional
user avatar

Monica G

Series 63, Series 66

Saint Louis, MO

Integra Wealth Advisors

Monica Gamblin is a financial advisor at Integra Wealth Advisors in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Heartland Capital, Inc. from 2011 to 2016. In addition to her advisory role, she operates The Gamblin Group, providing tax representation and preparation services. Integra Wealth Advisors serves individual clients by offering comprehensive financial planning and tax-related services, with a focus on acting as a liaison to third-party money managers rather than managing assets directly. The firm also conducts public seminars and workshops aimed at educating clients and the public at no charge.

General tax planning
user avatar

Michael P

PFS™, Series 63, Series 65

Saint Louis, MO

Michael Piper, LLC

Michael Piper is the principal of Michael Piper, LLC, an investment management firm based in Saint Louis, MO. He holds the PFS™ designation and has two years of industry experience. In addition to his advisory role, Piper owns and authors for Simple Subjects, LLC, a publishing company, and serves as a volunteer board member for the Bogle Center for Financial Literacy. Michael Piper, LLC provides financial planning and investment advice to individuals, high-net-worth individuals, and small businesses. The firm emphasizes passive investing with a focus on tax efficiency and sequencing risk, and integrates tax and accounting considerations into its planning approach.

General retirement planning Retirement withdrawal strategies Roth conversion strategy Social Security optimization Charitable giving tax strategies
user avatar

Ethan O

Series 65

St. Louis, MO

Long River Investment Management LLC

Ethan Oetter is a financial advisor at Long River Investment Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Twin Springs Investments, LLC, where he continues to provide contract administrative support. Long River Investment Management LLC is an independent, single-advisor firm managing approximately $71.8 million across various client types, including individuals, trusts, and institutions. The firm employs a dual-strategy approach combining concentrated value stock selection with ETF-based global diversification, emphasizing long-term, tax-efficient portfolio management tailored to client objectives.

Active portfolio management Passive / index investing Tax-loss harvesting
user avatar

Michael L

Series 65

Millstadt, IL

Ludgate Capital

Michael Ludgate is a financial advisor with Ludgate Capital and holds a Series 65 designation. He has no prior experience as a financial advisor but has worked in the cybersecurity industry for several years, including positions at At-Bay, eSentire, and TechGuard Security. His background also includes employment at the St. Clair County Treasurer's Office. Ludgate Capital provides non-discretionary investment advisory services and financial planning to individuals, families, trusts, and other clients. The firm emphasizes diversified, long-term portfolio construction informed by fundamental and quantitative analysis and integrates financial and retirement planning into its advisory relationships.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management
user avatar

Douglas R

Series 63, Series 65

Collinsville, IL

Saint Louis Investment Advisors Inc

Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.

Active portfolio management Passive / index investing Options & derivatives strategies
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