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Jordan T Taylor

Investment Adviser Representative at Zions Capital Advisors, Inc.

Salt Lake City, UTCRD #7262498Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

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

Jordan T. Taylor is an investment adviser representative with Zions Capital Advisors, Inc. in Salt Lake City, UT, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with SG Americas Securities, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 10 states.

Office

Zions Capital Advisors, One South Main St., 12th Floor
Salt Lake City, UT 84133

Advisors at this office: 9

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 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, California, Colorado, Idaho, Nevada, Oregon, Texas, Utah, Washington, Wyoming

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 8/18/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 8/20/2021
Series 7
General Securities Representative Examination
Passed 8/16/2021
SIE
Securities Industry Essentials Examination
Passed 7/17/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Zions Capital Advisors, Inc.Current
8/19/2025 – Salt Lake City, UT
SG Americas Securities, LLC
8/16/2021 – 7/3/2024New York, NY

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. SG Americas Securities, LLC
    Jul 2021 – Jul 2024New York, NY
  2. full-time education
    Aug 2020 – Jun 2021Philadelphia, PA
  3. SG Americas Securities, LLC
    Jun 2020 – Aug 2020New York, NY
  4. full-time education
    Aug 2019 – May 2020Philadelphia, PA
  5. Solera Holdings, Inc.
    Jun 2019 – Aug 2019South Jordan, UT
  6. full-time education
    Aug 2018 – May 2019Philadelphia, PA
  7. Solera Holdings, Inc.
    Jun 2018 – Aug 2018Westlake, TX
  8. full-time education
    Aug 2017 – May 2018Philadelphia, PA
  9. Ken Garff Automotive Group
    Jun 2017 – Aug 2017Salt Lake City, UT
  10. full-time education
    Aug 2016 – May 2017Saratoga Springs, UT
  11. full-time education
    Aug 2010 – Jul 2017Saratoga Springs, UT
  12. Zions Capital Advisors, Inc.
    May 2025 – no end date reportedSalt Lake City, UT
  13. Zions Bancorporation, N.A.
    May 2025 – no end date reportedSalt Lake City, UT
  14. Unemployed
    Jul 2024 – May 2025Brooklyn, NY

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Zions Capital Advisors, 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
  • 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

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Salt Lake City, UT

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. Jordan T 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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Jordan T Taylor (Zions Capital Advisors) - Advisor Profile