Expert Review

Jack Taylor’s Hidden Fees, Disclosures, and Lawsuits?


Who is Jack Taylor (CRD#: 4923459)?Everything you need to know about Jack Taylor and their accolades

With more than 15 years of asset management experience, Jack Taylor joined Truist Investment Services, Inc. in 2005. He focuses on wealth management techniques, income management, and retirement options for people and their families, as well as providing support for the company’s corporate retirement programs. He completed his education at Woodberry Forest School before enrolling at North Carolina State University to pursue a bachelor’s in economics.

He is licensed in life, health, and long-term care insurance, as well as the FINRA Series 7, 66, Variable Annuity, and CERTIFIED FINANCIAL PLANNER designation given by the Certified Financial Planner Board of Standards, Inc. Additionally, Jack has completed the Leadership Development Program run by BB&T, now Truist.

Jack was chosen as a 2021 and 2022 Truist Performance Award Winner as well as a Top 25 Financial Advisor by Truist in 2019 and 2020. Jack was recognized by Forbes Magazine as one of the Top Next Generation Wealth Advisors* in 2018, 2019, 2021, and 2022 as well as one of the Best-In-State Wealth Advisors* in 2019, 2020, 2021, and 2022. Additionally, Barron’s named Jack one of the Top 1200 Financial Advisors for 2023.

Jack has a B.A. in Economics from North Carolina State University, which he attended from 2002 to 2006. 2002 Woodberry Forest School alumnus.

Jack lives in Raleigh with his wife, April, and his children, Thomas, Vivienne, and Seaton. Jack likes to play tennis and they both attend Christ Church in Raleigh.

Specialties of Jack include the following services:

  • Financial planning
  • Risk management
  • Investment management
  • Estate planning
  • Philanthropy
  • Financial education
  • Business management and planning
  • Investment Planning

In this article, we will go deep into Jack Taylor’s past, discovering hidden disclosures and analyzing the consequences of the lawsuits.


About Truist Wealth Management ServicesHistory, achievements, leadership, lawsuits, & disputes

Atlanta, Georgia serves as the corporate headquarters of Truist Advisory Services, Inc. The corporation employs 2,842 individuals in total and has offices in 3,373 different places. The 125,600 customer accounts it manages total $53 billion in assets under management, making it one of the largest financial advice organizations in the nation. The business helps 85 nonprofits with its services.

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Only 12% of the 125,600 accounts have been connected to high-net-worth people who have assets worth more than $1 million. Truist Advisory Services, Inc. provides a wide range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, newsletter publication, and other services.

Role of Truist Wealth Management Services

For wealthy individuals, corporate leaders, business owners, and their families, The Hoge-Barrett Group offers integrated investment solutions and individualized asset management. With our client’s best interests and offering a superb experience as our top priorities, they deliver a disciplined strategy and new viewpoint designed to help them realize their goal of a secure financial future.

They have put together a renowned team of specialists dedicated to the financial success of our clients because we are aware that effective relationships involve a variety of responsibilities, talents, and knowledge. Each team member concentrates on a distinct component of the overall management process, which enables us to identify appropriate opportunities, modify investment strategies, and implement adjustments as necessary.

Financial Planning Process of Truist Wealth Management Services

Investment Planning

Insights into market strategy, advice on tactical and strategic asset allocation, an open-architecture investing platform, long-term investment strategies, alternative investments, debt and equity offers, and more.

Investment management

Investment management Market strategy insights, strategic and tactical asset allocation advice, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offers, and more.

Financial Planning

Business planning, asset accumulation techniques, tax and savings methods, executive remuneration, and retirement distributions are all examples of cash flow forecasting.

An organized procedure and a long-term perspective are necessary for productive investing. Their customer-focused solutions are the result of plans that take into account international trends, values, and calculated risks. Every strategy they develop has as its primary goal the pursuit of a healthy rate of return while minimizing reductions and losses by a client’s level of risk tolerance.

They create an investment strategy to represent a proper mix of stocks, fixed income, and cash or cash equivalents after a thorough client consultation. All accounts are managed on an advising basis, principally through our discretionary Professional Management Program (PMP), which has quarterly fees depending on the total assets of the program account but no commission fees. Regular face-to-face meetings will be informed by quarterly performance reports.

Service Specialties of Truist Wealth Management

A full range of expert financial planning and investment advisory services are available for their clients, who are primarily wealthy individuals, corporate executives, business owners, and professionals (doctors, lawyers, etc.). These clients benefit from the experience of their staff and the resources of one of the biggest and most reputable financial institutions in the country.

What is SEC?

The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.

22/12/2023 Update
As of now, Jack Taylor has not responded, nor has he apologized for his misdeeds. He has ignored our efforts to highlight the problems faced by his victims. Furthermore, he has only focused on propagating his fake PR.

Jack Taylor Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Jack Taylor

The brokerCheck report of Jack Taylor includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosure events.

No disclosures have been mentioned about Jack Taylor.

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Financial Advisors often remove their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any conflicts in the past.

FINRA’s BrokerCheck

individual_4923459.pdf (

SEC Litigations & Forms

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Source: Jack Taylor – SEC Site Search Search Results


Jack Taylor Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Jack Taylor

Most court cases filed in the United States of America are archived on CourtListener, UniCourt,, Justia,, and Law360. If Jack Taylor has been involved in any such lawsuits, then you can find the documents using the links down below:

There might be more pending lawsuits against Jack Taylor that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Jack Taylor on these websites, you can contact the local authorities and check if they have a physical copy of any cases.


Jack Taylor Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Jack Taylor (if available)

The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Jack Taylor using the websites down below:

You can contact the law firms mentioned above if facing issues with Jack Taylor or any financial advisor.


Better Alternatives To Jack Taylor (By Experts):Find the top 3 alternatives to Jack Taylor

These recommendations are based on the ratings of, the biggest financial advisor review platform on the internet.
You can check out the top 10 financial advisors in the U.S. to learn more.
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Manages Assets Worth

  • $714,587,898,072


  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Publication of periodicals

Manages Assets Worth

  • $173,418,270,044


  • Financial planning
  • Portfolio management
  • Portfolio assessment
Screenshot 2023 05 23 at 11.45.48 PM

Manages Assets Worth

  • $46,803,858,104


  • Portfolio management

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