About Charlie

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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(212) 272-1703charles.a.taylor@jpmorgan.com