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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
- Father and Son Craft Retirement Plans for Native Americans
- RBG’s Taylor Jones Helps Raise $75,000 for Boys and Girls Clubs of San Dieguito
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
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.