James Taylor - Money Matters

James S Taylor “JT”

CRPC®North Dallas, TXP 469.246.3607 | F 469.533.1623

Professional and Community Activities

  • Member – Financial Planning Association
  • Big Brothers and Big Sisters

James is a Dallas Native and a graduate of Texas Tech University. An avid sportsman, James enjoys hunting and fishing as well as many other interests including, golf, travel, water sports and last but not least Texas Rangers Baseball!

Business Philosophy
As a Financial Advisor, James is a true advocate for his clients and always strives to provide excellent customer service day in and day out.

“I enjoy spending the time to get to know our clients and tailoring a custom financial plan that directly addresses their personal needs. I take great pride and joy in providing that peace of mind as their trusted fiduciary” – James Taylor


  • Bachelors Texas Tech University, 1984

Business Experience

  • July 2012 – Present
    Financial Advisor, Money Matters with Ken Moraif
  • 2010 – July 2012
    Registered Representative with NYLIFE Securities, LLC
  • 1984 – 2010
    Real Estate Management, Golf Course Architecture & Land Planning
    For various projects located throughout US and International locations