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Aaron Taylor

Investment Adviser Representative at BUSH Wealth Management

Valdosta, GACRD #6856627Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron Taylor is an investment adviser representative with BUSH Wealth Management in Valdosta, GA, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia and Texas.

Office

2918 N. Oak St., Ste. B
Valdosta, GA 31602

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/31/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BUSH Wealth ManagementCurrent
4/12/2022 – Valdosta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Bush Wealth Management
    Feb 2022 – no end date reportedValdosta, GA
  2. Southwest Georgia Bank / The First, ANBA
    Dec 2018 – Feb 2022Moultrie, GA
  3. Bush Wealth Management
    Sep 2017 – Dec 2018Valdosta, GA
  4. Full-Time Student
    Jan 2012 – Dec 2018Naylor, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About BUSH Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Asset Allocation & Portfolio Management, Insurance Planning & Risk Assessment, Education Planning & Retirement Projections, and Business Succession & Defined Contribution Plans.

InsuranceCollege PlanningBusiness PlanningWealth Management
Firm areas of expertise
Fee-based AdvisingAsset AllocationPortfolio ManagementInsurance PlanningRisk AssessmentEducation PlanningRetirement PlanningBusiness SuccessionDefined Contribution PlansEstate StrategiesWealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Valdosta, GA
SEC file number:
801-116917

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 26, 2026

View full firm profile

Other advisors at BUSH Wealth Management

5 other advisors in the directory

View BUSH Wealth Management firm profile

Similar advisors in Valdosta, GA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Taylor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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