Jackson Taylor Investment Securities

Overview

Jackson Taylor Investment Securities operates as a small, owner-run wealth advisory practice that focuses on fee-based portfolio management for individuals and families, including small-business owners. The firm uses a percentage-of-assets fee model and maintains a clear tilt toward equity-oriented portfolios. It does not position itself as an ESG investor and does not identify as a multi-state adviser or pension consultant. Business activity centers on discretionary management for retail clients rather than institutional or large-capital allocation mandates. The practice is organized as a sole proprietorship and is set up to serve a concentrated client base with hands-on portfolio oversight. Given the firm’s size and client profile, the investment approach appears geared toward liquid, exchange-traded instruments with selective use of private placements to complement public-market exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices