Financial Consultant

Taylor R. Jones

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Taylor began his career in financial services in 2006 to assist his father’s growing practice. Over the next seven years, he assisted in servicing individual accounts and providing employee education to retirement plan participants, focusing primarily on Native American Governmental Plans.

 In an effort to improve client outcomes, Taylor R. Jones joined Retirement Benefits Group in November 2013 as a Financial Consultant. He works with a team of highly-qualified professionals dedicated to the needs of companies, sovereign tribal governments and individuals through the use of employee benefit programs, life insurance, qualified and non-qualified retirement planning.

In the news

Education

Taylor received his Bachelor’s degree in Business Management Economics from University California of Santa Cruz. He completed his final studies, “Rome Through the Ages,” an abroad program focused on language, culture and Roman Antiquity. Taylor holds FINRA Series 7, 24, and 65 securities registrations with LPL Financial. He also holds life, health and variable insurance licenses.

CA Insurance Lic. #0F93793

Interest

Taylor enjoys a variety of sports and outdoor activities including basketball, mountain biking and snowboarding. When he has the time, he is passionate about traveling and culture, and he especially enjoys world food. He also stays active in the community by chairing a group of professionals focused on contributing to the mission of the Boys & Girls Clubs of San Dieguito.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI