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Charlie Taylor is a Client Associate with J.P. Morgan Wealth Management.
As a member of The Farrell Group, he provides administrative and operational support for high-net-worth individuals and families and corporate executives. Charlie’s responsibilities include onboarding procedures, addressing inquiries, and fund transfers. He serves as a dedicated resource for all client concerns.
Charlie graduated from High Point University with a B.S.B.A in Business Administration and Finance. He joined J.P. Morgan in 2021, drawn to the firm’s stellar reputation and executional platforms.
He holds FINRA Series 7 and 63 licenses.
Charlie resides in Manhattan and is an avid basketball fan. While he supports a number of different players, he is a particular devotee of the Charlotte Hornets. He also enjoys cooking and traveling with his friends.
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