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John Jansen

Talon LLC
33 Years of Experience
Palm Coast, FL
5 DisclosuresSells Insurance
View SEC Summary
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John Jansen is a registered investment advisor at Talon LLC, based in Palm Coast, FL, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,921 clients with $1.1B in assets under management.

Talon LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,921 clients
Average Client Portfolio
$552K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual management fee is 2.00%, which is negotiable based on account size. Accounts can be aggregated to negotiate lower fees. Total fees including third-party platform fees will not exceed 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

50 Leanni Way, Palm Coast, FL, 32137

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2020
Final
Judgment / Lien
December 2015
Customer Dispute
October 2008
Settled
Regulatory
September 2002
Final
Customer Dispute
January 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John works at Talon Wealth Management, focusing on financial planning and wealth management, dedicating about a quarter of his time. He also owns 50% of Pink House Villas and spends a few hours per week on general property management, and is an IAR at Retirement Wealth Advisors, Inc., spending about half his time there.

Employment History
Current Registrations
Talon LLC
January 2021 - Present · 5 yrs 9 mos
Brookstone Wealth Advisors, LLC
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
On Investment Management CO
August 2004 - September 2015 · 11 yrs 1 mo
The O.N. Equity Sales CompanyBroker
July 2004 - September 2015 · 11 yrs 2 mos
Financial Security Advisory INC
May 2001 - July 2004 · 3 yrs 2 mos
Financial Security Management, IncorporatedBroker
March 2001 - July 2004 · 3 yrs 4 mos
Royal Alliance Associates, INC.Broker
June 1997 - February 2001 · 3 yrs 8 mos
Davenport-Dukes Financial Services, INC.Broker
September 1995 - May 1997 · 1 yr 8 mos
Pruco Securities CorporationBroker
October 1992 - April 1995 · 2 yrs 6 mos
State Registrations6 states
CAFLLANEOKVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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