James W. Taylor

James W. Taylor

Financial Consultant
Retirement Planning Specialist

Office: (817) 347-4029
Mobile: (817) 475-3126
Fax: (817) 870-2478
E-mail:

Website: Visit my web site!

At Retirement Group
 

I was born in Florida, grew up in Colorado, and moved to Texas in 1985 to attend college. I spent two years at Texas Tech working on my undergraduate degree and playing football for the Red Raiders. I later completed my degree, earning a BA, at the University of Texas at Arlington. Additionally, having received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania, I have been awarded the title of Retirement Planning Specialist by Equitable Advisors. I have also attended the Equitable Advisors Institute, hosted at Harvard University, completing an advanced learning curriculum focused on Asset Allocation and Wealth Management Strategies.
I am involved locally in the U.T.A. Alumni Association. My wife and I, and our child, live in Mansfield, Texas. 

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC. 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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Check the background of this financial professional on FINRA's BrokerCheck