SeeBITDAOklahoma

J Taylor Private Wealth

Finance and insurance
  • 8931 S Yale Ave Ste t, Tulsa, OK
  • Since 2020
  • Family-owned, 2nd generation
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Jerry Taylor
Founder · source
Unlikely to sell soon
jttulsa.comLinkedIn
Contact
Find Jerry Taylor on RocketReach Request removal or correction

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named

Signs of a sale Unlikely to sell soon

  • Family in the business (Jordan Taylor, Co-Founder, Managing Director)

From public records and the company's website, not a statement that it's for sale.

What they do

J Taylor Private Wealth is a family-run financial services firm in Tulsa, OK offering financial planning, investment management, retirement planning, estate planning and small business retirement plans for families and business owners.

Products & services
Financial planning servicesInvestment managementRetirement planningEstate planningSmall business retirement plansPlanning for business ownersSuccession planning for business owners
Markets served
IndividualsBusiness owners
Service area
Tulsa, OK

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Suppliers & brands

  • LPL Financial · brand it sells or installs
  • NewEdge Advisors, LLC · brand it sells or installs
  • Fidelity · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
J Taylor Private Wealth
this business
$1.1M$439K—
TYLER MCCALL INSURANCE AGENCY, INC.
Tulsa · 7 employees
$1.4M$426K0.0 mi
QUIKTRIP #0078
Tulsa
$1.1M$439K0.0 mi
Western Union
Tulsa
$1.1M$439K0.1 mi
Ronnie Lutz - COUNTRY Financial representative
Tulsa
$806K$310K0.1 mi
Joey Scott at Waterstone Mortgage NMLS #217604
Tulsa
$2.1M$795K0.1 mi
Teresa Eisenman at Waterstone Mortgage NMLS #657282
Tulsa
$1.1M$439K0.1 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.3M
Multiple for this size and industry3×
Value range$437K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$443K – $1.4M
EBITDA range$182K – $596K
Industry (NAICS)Finance and insurance (52)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

People & advisors

Founded by Jerry TaylorFamily-owned · 2nd generation
“Our family's roots in the financial services industry began with Jerry Taylor (known to most of us as "Dad") over 30 years ago.”

Leadership

  • JT
    Jordan Taylor
    Co-Founder, Managing Director · Company website · source
  • KS
    Kellie Schuttler
    LPL Registered Client Relationship Manager · Company website · source
  • HC
    Hannah Craver
    Client Services Associate · Company website · source
  • IJ
    Ian Jenkins
    Director of Client Relations · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About J Taylor Private Wealth

J Taylor Private Wealth is a family-owned finance and insurance company in Tulsa, Oklahoma, in business since 2020. It is owned by Jerry Taylor (Founder). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns J Taylor Private Wealth?
J Taylor Private Wealth is owned by Jerry Taylor (Founder), according to public sources such as the company's website or filings.
How much revenue does J Taylor Private Wealth make?
SeeBITDA estimates J Taylor Private Wealth's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is J Taylor Private Wealth worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
When was J Taylor Private Wealth founded?
J Taylor Private Wealth has been in business since 2020.