John Martini Jansen

32 Years of Experience

5 DisclosuresSells Insurance

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth

Talon Private Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

257 clients

Average Client Portfolio

$381K average

Assets Under Management

$97.9M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

11974 Cr 101, Suite 103, The Villages, FL, 32162

Get directions

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 Report How 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.