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Jackie  Taylor

Jackie Taylor

Client Service Associate

My Story

My financial career began in the year 2000, when I started working at Northwestern Mutual in the contracting department and on the development team. I have continued working with different wealth management companies throughout my career, in areas such as compliance, licensing operations, CFO and management and development. I now support K2 Financial Partners in the Advisor and Client Support Services role.

My role at K2 Financial Partners, along with my other diverse experiences helps me manage our insurance support operations and administrative duties. I enjoy doing these tasks because, ultimately, I am able to help establish others’ development and success.

My mission is to help others succeed.


  • Life, Disability, Long Term Care in two states (CA License Ins. #0D29102)
  • Series 6 & Series 63 licenses
  • Notary Public in Idaho

About Me

I’m a California native that moved to Idaho in 2013, along with my husband Jason and our son, Lucky. When I’m not doing paperwork, you can find me tending to my family farm and livestock.