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Rowdee Jonathan Taylor

Advisor at Portfolio Medics, LLC — Central Valley, UT

Updated today

Credentials

Series 65

Experience

2 years

Location

Central Valley, UT 84754

Portfolio Medics, LLC logo

Portfolio Medics, LLC

Multi-team

Total advisors

84

Across 67 offices

Clients per advisor

35 Low

Avg AUM per client

$266,459 Very Low

HNW client ratio

1% Very Low

About

Rowdee Taylor is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance and human resources roles outside of his advisory practice, including ownership of Taylor Insurance and Investments and serving as HR Manager at Fierce Firearms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, utilizing a range of portfolio strategies that combine fundamental, technical, and cyclical analysis.

Client services

Based on Portfolio Medics, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Portfolio Medics, LLC

Active portfolio management Passive / index investing

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Fee options

Fixed

Financial planning fixed fees range from $125 to $5,000

Percentage

$0 - $10,000,000: 2.60% (Advisor Managed Portfolios - AMP) $10,000,001+: Negotiable (AMP) $0 - $10,000,000: 1.00% (Diversified Fund Allocation - DFA) $10,000,001+: Negotiable (DFA) $0 - $10,000,000: 1.50% (Market Trend Strategy - MTS) $10,000,001+: Negotiable (MTS)

Project-based

$250 per hour for financial planning services

Subscriptions

Ongoing financial consulting payable through annual fees starting at $1,000 ($250 quarterly), increasing by $500 annually for each additional $50,000 advised upon

Other

Account minimum: $150,000 Minimum fee: Annual fee of $1,000 for minimum portfolio size of $150,000, increasing by $500 for each additional $50,000 Fee-only: Financial planning fixed fees range from $125 to $5,000; hourly fees $250/hour; ongoing financial consulting annual fees starting at $1,000 ($250 quarterly)

Location

See office

Central Valley, UT

145 N Main Street

Central Valley UT 84754

Advisors at this office

1

Most active in

Utah

Work history

2 years of industry experience

Portfolio Medics

2025 - Present • 1 year

Bonita Springs, FL

Fierce Firearms

2023 - Present • 3 years

Central Valley, UT

Taylor Insurance & Investments

2023 - Present • 3 years

Central Valley, UT

Cove View Golf Course

2022 - 2023 • 1 year

Richfield, UT

Brent Brown Insurance

2022 - 2022 • 1 year

Richfield, UT

unemployed

2021 - 2022 • 1 year

Central Valley, UT

Cranney Insurance Agency

2021 - 2021 • 1 year

Richfield, UT

unemployed

2020 - 2021 • 1 year

Central Valley, UT

Miller & Co, CPA

2020 - 2020 • 1 year

Richfield, UT

Aspen Capital Management Llc

2020 - 2020 • 1 year

St. George, UT

Student

2019 - 2020 • 1 year

St. George, UT

BLM

2019 - 2019 • 1 year

Richfield, UT

Student

2018 - 2019 • 1 year

St. George, UT

BLM

2018 - 2018 • 1 year

Richfield, UT

Petal Lane

2017 - 2018 • 1 year

Richfield, UT

Forest Service

2017 - 2017 • 1 year

Richfield, UT

Big 5

2017 - 2017 • 1 year

Richfield, UT

El Mexicano

2016 - 2016 • 1 year

Mt. Pleasant, UT

Disclosures

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

Business activities & affiliations

user avatar

Jaden G

Series 63, Series 65

Richfield, UT

Raymond James Financial

Jaden Gurney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He previously worked at Zions Bancorporation and LPL Financial before joining Raymond James. Outside of his advisory role, he owns a cattle operation and manages a wealth management support company focused on branding and marketing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Colby Y

CFP®, Series 63, Series 66

Richfield, UT

LPL Financial

Colby Young is a CFP®-designated financial advisor with LPL Financial, based in Richfield, UT, and has 13 years of industry experience. He has been with LPL Financial and Mountain American Credit Union since 2013. Outside of his advisory work, he is a co-owner of Among the Young, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Natalie S

Series 63, Series 65

Richfield, UT

LPL Financial

Natalie Sorensen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Her prior roles include 11 years at Parkland Securities, LLC, and over three decades running Sorensen Investment & Tax Consulting Inc. She is also involved in a non-variable insurance business, Sorensen, Winn and Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Lisa J

Series 66

Richfield, UT

Edward Jones

Lisa Jensen is a financial advisor at Edward Jones in Richfield, UT, holding a Series 66 license with eight years at Edward Jones and a total of ten years in the finance industry. Prior to joining Edward Jones, she worked five years at Canyonlands Healthcare. She serves as a board member for Canvas Guy LLC, a business owned by her husband. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Founder/Business Owner Military & Veterans Women Professionals

Hank R

Series 66

Richfield, UT

Edward Jones

Hank Robins is a financial advisor with Edward Jones in Richfield, UT, holding a Series 66 designation and 15 years of industry experience, all with Edward Jones since 2011. Outside of his advisory role, he owns and operates multiple business ventures including a ranch and farm, an equipment rental company, and co-owns a Subway franchise with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Ross T

Series 66

Richfield, UT

Cetera

Ross Taylor is a financial advisor with Cetera, holding a Series 66 license and three years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has held teaching and coaching roles at Snow College since 2022, including serving as the head women's wrestling coach and adjunct faculty in the business department. Cetera Investment Advisers LLC is an SEC-registered firm supporting a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform, with assets totaling over $256 billion and more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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