JN
JN

John William Newell

10 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John works at Talon Wealth Management selling life insurance, annuities, and providing investment advisory services since 2014, dedicating nearly full-time hours to this role. He also works at Talon Private Wealth, LLC offering investment advisory services, dedicating full-time hours to this role.

Employment History
Current Registrations
Talon Private Wealth, LLC
July 2019 - Present · 6 yrs 7 mos
Brookstone Wealth Advisors, LLC
December 2015 - Present · 10 yrs 2 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.