Jon Taylor
Contact Jon for business-building support, advisor tools, and access to Pacific Life's advisory strategies.
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(720) 385-8343 | LinkedIn | Jon.Taylor@PacificLife.com
As an advisory consultant with Pacific Life, Jon lives his passion for helping financial professionals seek strategic outcomes for clients by integrating annuity assets into their assets under management (AUM).
During his 30-year career, Jon has been recognized as a top-performing financial consultant and for his success at creating significant asset flows for insurance companies and asset managers. Most recently, his focus is on demonstrating the features of annuities developed specifically for RIAs to integrate into their clients’ portfolios. He thrives on developing creative solutions to help RIAs modernize their clients’ annuity assets when beneficial, providing tax control on clients’ investments through product selection and income-timing decisions, and helping improve overall portfolio income planning.
Growing up in Australia and moving to the United States as a teenager provided Jon with unique experiences and an interesting accent. He earned his college degree at Penn State University, and for the last 15 years has lived in Denver with his wife and two children. He enjoys playing the piano and cello, traveling through the Rockies on his motorcycle, and skiing with his family.
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Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. Annuity products are not FDIC insured, may lose value, and are not guaranteed by any bank.
Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.
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