Matthew Edwin Jones

1 Year of Experience

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

781 Ciara Creek Cove, Longwood, FL, 32750

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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.

Employment History

Current Registrations

Talon Private Wealth, LLC

February 2024 - Present · 2 yrs

State Registrations3 states

FLMIOK

Advisor

Exams

No exam information available for this advisor.