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Justin Michael Taylor

Investment Adviser Representative at CHARTER WEALTH MANAGEMENT

Daphne, ALCRD #4469795Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
6 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
AlabamaIllinoisMississippiNorth CarolinaTennesseeTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/22/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 7/29/2002
SIE
Securities Industry Essentials Examination
Passed 3/20/2015
Series 31
Futures Managed Funds Examination
Passed 4/17/2008
Series 7
General Securities Representative Examination
Passed 8/4/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Charter Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CHARTER WEALTH MANAGEMENTCurrent
3/20/2015Daphne, AL
DUNCAN-WILLIAMS, INC.
2/3/20113/20/2015Cary, NC
WELLS FARGO ADVISORS, LLC
6/5/20062/2/2011Memphis, TN
WADDELL & REED, INC.
8/23/20055/26/2006Denver, CO

Official records & sources

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

Other advisors at CHARTER WEALTH MANAGEMENT

3 other advisors in the directory

View CHARTER WEALTH MANAGEMENT firm profile
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. Justin Michael 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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Justin Michael Taylor - Financial Advisor in Daphne, AL | AdvisorFinder