Jill Taylor-Phillips
Investment Adviser Representative at Raymond James & Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jill Taylor-Phillips is an investment adviser representative with Raymond James & Associates, Inc. in Birmingham, AL, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and RBC Capital Markets, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 47
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- RBCMay 2020 – Aug 2025San Francisco, CA
- Hotel VitaleSep 2019 – Mar 2020San Francisco, CA
- BPR Properties LLC, Hotel Shattuck PlazaMay 2018 – Jun 2019Berkeley, CA
- Cast Iron Partners LLCJun 2017 – Dec 2017Berkeley, CA
- UnemployedJan 2018 – Apr 2018Walnut Creek, CA
- Golden Bear Restaurants LLCOct 2016 – May 2017Walnut Creek, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 – Feb 2026Fairhope, AL
- Raymond James & Associates, Inc.Feb 2026 – no end date reportedBirmingham, AL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James & Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
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
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5,717
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Petersburg, FL
- SEC file number:
- 801-10418
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Raymond James & Associates, Inc.
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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. Jill Taylor-Phillips 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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