MKT Advisors

MKT Advisors

MKT Advisors launched in 2012 as a registered investment adviser rooted in San Diego County. Managing Member Taylor Jobe leads a compact team that includes Financial Advisor Corinne Fond — a two-decade industry veteran who began her career at Merrill Lynch in 2001 — and Client Service Manager Amanda Chapman, an Escondido native who joined the firm in 2016. The firm operates from a single office in Carlsbad and serves individual investors, high-net-worth households, and local organizations. The firm’s advisory philosophy centers on portfolio design and management, modern investing principles, and retirement income and distribution strategies, coupled with explicit risk-management counseling. Asset classes are not publicly enumerated, but the firm’s stated capabilities span investments, retirement, and insurance, suggesting a multi-asset generalist approach that likely includes equities, fixed income, and insurance-linked solutions. MKT Advisors does not disclose a fund structure or co-investment vehicles; its posture points to customized separately managed accounts for each client. Geographic focus is concentrated in the greater San Diego area, reflecting the team’s deep local ties. The firm discloses six professionals on its website: Managing Member Taylor Jobe, Financial Advisor Corinne Fond, Client Service Manager Amanda Chapman, two Associate Advisors (Andrew Liu, Basem Darwich), and a Client Service Associate (Chloe Vitali). MKT Advisors has not disclosed total assets under management or aggregate deployment data. No adjacent philanthropic foundations, real-asset arms, or peer club memberships appear in available public sources. MKT Advisors’ structural distinction lies in its density of veteran advisory talent inside a six-person shop. Corinne Fond’s Merrill Lynch tenure anchors an institutional-caliber competency within a boutique that still operates by appointment only — a configuration rare among RIAs that typically scale through headcount rather than seniority per seat.