James Taylor - Money Matters

James S Taylor “JT”

North Dallas, TXP 469.246.3607 | F 469.533.1623

Professional and Community Activities

  • Member – Financial Planning Association
  • Big Brothers and Big Sisters

Family
James is a Dallas Native and a graduate of Texas Tech University. An avid sportsman, James enjoys hunting and fishing as well as many other interests including, golf, travel, water sports and last but not least Texas Rangers Baseball!

Business Philosophy
As a Financial Advisor, James is a true advocate for his clients and always strives to provide excellent customer service day in and day out.

“I enjoy spending the time to get to know our clients and tailoring a custom financial plan that directly addresses their personal needs. I take great pride and joy in providing that peace of mind as their trusted fiduciary” – James Taylor

Education

  • Bachelors Texas Tech University, 1984

Business Experience

  • July 2012 – Present
    Financial Advisor, Money Matters with Ken Moraif
  • 2010 – July 2012
    Registered Representative with NYLIFE Securities, LLC
  • 1984 – 2010
    Real Estate Management, Golf Course Architecture & Land Planning
    For various projects located throughout US and International locations

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.