John Jansen
John Jansen is a registered investment advisor at Talon Private Wealth, LLC, based in The Villages, FL, with 32 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,011 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Talon Private Wealth manages investment portfolios for a fee based on a percentage of the value of your portfolio. The maximum annual fee is 2.0%, which includes both Talon's fee and any fees charged by third-party model portfolio providers. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fee is calculated and charged monthly, at the end of the month. This fee does not include brokerage commissions or other transaction fees. The total annual investment advisory fee, including third-party fees, will not exceed 2.50%.
Location
11974 Cr 101, Suite 103, The Villages, FL, 32162
Get directionsHistory
Regulatory History (5)
Regulatory
January 2020Judgment / Lien
December 2015Customer Dispute
October 2008Regulatory
September 2002Customer Dispute
January 1995Other 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 Private Wealth, LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
Royal Alliance Associates, INC.Broker
Davenport-Dukes Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations6 states
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.