Taylor Baloney
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Taylor Baloney is an investment adviser representative with J.p. Morgan Securities LLC in Houston, TX, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Edward Jones. 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 Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
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.
- J.p. Morgan Securities LLCMar 2026 – no end date reportedHouston, TX
- Jpmorgan Chase BANK, N.A.Mar 2026 – no end date reportedHouston, TX
- UnemployedFeb 2026 – Feb 2026Houston, TX
- Edward JonesNov 2023 – Jan 2026Houston, TX
- Kemper CorporationOct 2023 – Oct 2023Houston, TX
- UnemployedMay 2023 – Sep 2023Houston, TX
- Kizan TechnologiesMay 2022 – Apr 2023Houston, TX
- World Financial GroupMay 2014 – Apr 2022Milpitas, CA
- Find My Everything IncDec 2016 – Mar 2022Milpitas, CA
- Compass Group USAJan 2020 – Aug 2020Santa Clara, CA
- Galpao Gaucho Three, LLCDec 2019 – Dec 2019san jose, CA
- PHP Agency IncMay 2019 – Dec 2019Milpitas, CA
- Scarbrough Management CorporationMar 2019 – Apr 2019Milpitas, CA
- Red LobsterAug 2017 – Nov 2017Milpitas, CA
- Republic Airways Holdings IncMar 2016 – Nov 2016Queens, NY
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
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:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
Showing 12 of 13,759 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. Taylor Baloney 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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