Jake Taylor

Financial Consultant | LPL Registered Representative

What’s your favorite quote?

“Waste no more time arguing what a good man should be. Be One.” – Marcus Aurelius

jake@rwmfinancialgroup.com
559-924-0304 Ext. 5050

AZ Insurance Lic: #20504712

CA Insurance Lic: #4243220

Jake Taylor

Financial Consultant | LPL Registered Representative

What do you enjoy doing when you’re not working?
When I am not working, I enjoy being outside and active. I also like to hike, golf, do jiu jitsu, and work with my dog Odin.

What’s one fact about your education or upbringing that few people know?
I have been learning about finances and how money works from my grandpa since I was seven years old.

What are two things on your bucket list?
1. Play a round of golf at The Old Course St. Andrews
2. Become a black belt in jiu jitsu

Meet the Rest of the Team

Meet Brahm Rossiter, AIF® CRPS®

Chief Investment Officer | LPL Branch Manager

Meet Marcus Sasaki, AIF®

Financial Consultant | LPL Registered Representative

Meet Desiree Jacobs

Director of Client Relations & Marketing

Meet Kirby Moreno

Executive Assistant

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Contact Us

Tel: 559-924-0304
Fax: 559-924-0314

E-mail: team@rwmfinancialgroup.com

Address: 406 B. Street, Lemoore, CA 93245

Firm Disclosures

ADV Part 1

ADV Part 2

FINRA’s BrokerCheck®.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. RWM Financial Group and Global Retirement Partners are not affiliated with LPL Financial.

The Financial Professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of RWM Financial Group or LPL Financial.