Jonathan Taylor, CFA

Senior Investment Consultant

Jonathan Taylor joined City National Rochdale in 2019 and has over 12 years of experience in the financial services industry. He is responsible for business development in Southern California through the partnership with Financial Advisors, CPAs and financial professionals to develop personalized investment portfolios to meet the needs of their high-net-worth clients.

Mr. Taylor was previously employed with Merrill Lynch as a Portfolio Strategist, working with the firm’s Private Wealth Advisors and Financial Advisors throughout Southern California, providing comprehensive wealth management solutions aimed at improving investment portfolio decision making. He was responsible for advising on strategies around business development, goals-based wealth planning, risk management, portfolio construction and investment selection.

Mr. Taylor received his BS in Accounting from James Madison University. He also holds the Chartered Financial Analyst (copy right symbol) designation and is a member of the CFA Institute and the CFA Society of Los Angeles. Mr. Taylor resides in Santa Monica with his family, where he enjoys golfing, hiking and spending time with his daughter, Olivia, and son, Huntley.

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