Karla Michelle Taylor
Karla Taylor is a Client Associate with J.P. Morgan Securities, the wealth management division of J.P. Morgan. She works with The Gluck Group, managing daily operations for the team’s high net worth client base. Karla’s responsibilities encompass client relations, development, reporting, and administration. In her role, Karla designs and implements processes and procedures to ensure a seamless work flow.
Karla’s 30-year tenure in financial services initially began in food service, when she worked in a restaurant frequented by industry professionals. Impressed by her work ethic and people skills, two of her regular customers encouraged her to pursue a career at their securities firm. Karla draws on additional personal traits of authenticity, transparency and honesty to help her clients navigate technology and documentation issues prevalent in today’s highly regulated environment.
Karla joined J.P. Morgan’s predecessor firm, Bear Stearns, in 1985, burnishing her financial skills in institutional trading, compliance and new account management. She believes that background gave her a solid foundation that contributes to her success in her current role. Karla was invited to join The Gluck Group in 1994.
Born in Philadelphia, Karla attended Bishop College in Dallas (now affiliated with Georgetown College in Kentucky), and lives in Hawthorne with her husband and 10 year old twins. She has a grown daughter and grandson, as well. Karla is an active mentor at Union Rescue Missions’ Hope Gardens, a women and children’s transitional housing facility.
Registered States: AZ, CT, FL, IL, KY, MI, MO, NV, NY, OK, RI, TN, VA, CA, DE, GA, IN, LA, MN, MT, NJ, NC, SC, OR, TX, WA, CO, DC, HI, KS, MA, MS, NE, NM, OH, PA, SD, UT, WI
Learn more about our firm and investment professionals through FINRA BrokerCheck.
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.
“J.P. Morgan Securities” is a marketing name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
Investment products: Not FDIC insured • No bank guarantee • May lose value