{
  "crd_number": 155793,
  "slug": "jackson-taylor-investment-securities-155793",
  "primary_business_name": "JACKSON TAYLOR INVESTMENT SECURITIES",
  "legal_name": "L. JACKSON TAYLOR",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-11-09",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-03-07",
  "carried_forward": false,
  "raum_total": 16000000.0,
  "raum_discretionary": 16000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16000000.0,
      "count": 110
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "SC"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155793",
  "listing_state": "SC",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/jackson-taylor-investment-securities-155793",
  "display_name": "Jackson Taylor Investment Securities",
  "summary": "Jackson Taylor Investment Securities is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 7, 2026.",
  "citation": "AdvisorCensus. Jackson Taylor Investment Securities (CRD 155793): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Jackson Taylor Investment Securities compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jackson Taylor Investment Securities reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Is Jackson Taylor Investment Securities registered with the SEC or a state?",
      "a": "Jackson Taylor Investment Securities is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155793."
    },
    {
      "q": "How much does Jackson Taylor Investment Securities manage?",
      "a": "Jackson Taylor Investment Securities reports $16,000,000 in regulatory assets under management in its Form ADV filing dated March 7, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Jackson Taylor Investment Securities serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110)."
    },
    {
      "q": "Does Jackson Taylor Investment Securities report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155793"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jackson-taylor-investment-securities-155793.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 16000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155793",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}