Advisor at Tradition Wealth Management LLC
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Firm
Tradition Wealth Management LLC
Location
Edina, MN 55435
Credentials
Series 63, Series 65
Industry experience
11 years
Jacob Taylor is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Northwestern Mutual and Concourse Financial Group Securities. Outside of his advisory work, Taylor serves as the head hockey coach at Lakeville North High School and is involved in a health and wellness business focused on fitness events and apparel. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a range of investment strategies, including model portfolios and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.
Based on Tradition Wealth Management LLC
Based on Tradition Wealth Management LLC
Fixed fees up to $50,000 for financial planning
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001+: 1.50%
Commissions and 12b-1 fees may be received for implementation of products; registered reps may receive commissions through PCS
Up to $300 per hour
Minimum fee: Initial setup fee up to $500 one-time fee Fee-only: Fixed fees up to $50,000; hourly fees up to $300 per hour
7601 France Avenue South, Suite 100
Edina, MN 55435
Minnesota
DBA - Tradition Wealth Management
2017 - Present (9 years)
CONCOURSE FINANCIAL GROUP SECURITIES (fka PROEQUITIES, INC)
2017 - 2022 (5 years)
Lakeville North High School
2015 - 2024 (9 years)
Northwestern Mutual Investment Services LLC
2014 - 2017 (3 years)
NORTHWESTERN MUTUAL LIFE Insurance company
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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