Christopher Jordan Taylor
Investment Adviser Representative at CORE Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Jordan Taylor is an investment adviser representative with CORE Planning in Birmingham, AL, where they have been registered since 2023. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Edward Jones and Northwestern Mutual Investment Services,llc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Alabama and Missouri.
Registrations & licenses
- Investment adviser:
- Alabama, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jordan Standby PhotographyApr 2016 – Mar 2018Chelsea, AL
- UnemployedMay 2018 – Aug 2018Chelsea, AL
- ChickFilA GreystoneAug 2018 – Nov 2018Birmingham, AL
- Edward JonesNov 2018 – Mar 2019St Louis, MO
- UnemployedMar 2019 – May 2019Brooklyn, NY
- Floral Image New YorkMay 2019 – Dec 2019New York, NY
- UnemployedDec 2019 – Feb 2020Brooklyn, NY
- Highlands CafeApr 2013 – Feb 2018Birmingham, AL
- StudentAug 2002 – May 2018Birmingham, AL
- Valley Printing CompanyJun 2015 – Dec 2016Birmingham, AL
- Troy University Housing DepartmentJul 2015 – May 2018Troy, AL
- 5th Dimension Architecture and InteriorsJun 2017 – Aug 2017Birmingham, AL
- Northwestern Mutual Life Insurance CompanyFeb 2020 – Mar 2021Milwaukee, WI
- Northwestern Mutual Investment Services LLCMar 2020 – Mar 2021New York, NY
- Northwestern Mutual Wealth Management CompanySep 2020 – Mar 2021Milwaukee, WI
- UnemployedMar 2021 – May 2021Brooklyn, NY
- Edward JonesMay 2021 – Nov 2022Birmingham, AL
- Core PlanningDec 2022 – no end date reportedSt. Louis, MO
- University of California, Santa CruzJan 2023 – no end date reportedBirmingham, AL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CORE Planning
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
- Estimated blended rate
- 0.0125
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
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 63
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Ofallon, MO
- SEC file number:
- 801-131950
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at CORE Planning
Showing 12 of 63 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Jordan 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.
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