The Villages, FL County Road 101 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Talon LLC
Team
Firm-wide stats for Talon LLC
About
Talon serves individual and high-net-worth clients with comprehensive financial planning, ongoing portfolio management, retirement-plan consulting, and estate‑planning introductions via a sponsored third‑party provider. The firm reports managing roughly $1.06 billion in client assets and advising approximately 1,921 client relationships across its advisory services.
The firm’s investment process emphasizes tactical asset allocation and technical analysis and relies on model portfolios and TAMP relationships to implement strategies. Talon retains discretionary authority to hire and replace TAMPs, monitor model performance, and may use active techniques — including options, margin, short positions, ETFs, and periodic rebalancing — to pursue client objectives.
Talon’s profile is notable for its small advisory team supporting a very large client base and multi‑office footprint — three advisors overseeing over $1 billion across 14 offices — a combination that is uncommon for peer team firms. The firm also discloses multiple affiliations with other advisory and related entities (including recommended TAMPs such as Brookstone and Signal Wealth), ownership interests in related businesses, and receipt of custodial and platform benefits, and it identifies those relationships and potential conflicts of interest in its Form ADV.
Based on Talon LLC
Expertise
Based on Talon LLC
Location
11974 County Road 101, Suite 103
The Villages FL 32162
Advisors at this office
3
Advisors at this office
John J
Series 63, Series 65
The Villages, FL
Talon LLC
John Jansen is a financial advisor at Talon LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Brookstone Wealth Advisors, North End Financial, and his own Jansen Financial Services. Outside of his advisory work, Jansen is a 50% owner of Pink House Villas, a property management business. Talon LLC serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages approximately $1.06 billion in client assets across 14 offices, using tactical asset allocation and technical analysis with a focus on model portfolios and third-party platforms.
Rennie R
Series 65
The Villages, FL
Talon LLC
Rennie Rodriguez is a financial advisor at Talon LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Talon Private Wealth, Bucketlist Wealth, Risk Strategies, and TB Financial/Parady Financial Retirement Planning. Outside of advising, he is also licensed to sell annuities and life insurance. Talon LLC serves individual and high-net-worth clients, offering financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages approximately $1.06 billion in assets across 1,921 client relationships and employs a tactical investment approach using model portfolios and third-party asset management programs.
John N
Series 65
The Villages, FL
Talon LLC
John Newell is a Series 65-licensed financial advisor with ten years of industry experience. He is currently with Talon LLC and previously worked at Talon Private Wealth, LLC and Brookstone Wealth Advisors, LLC. Talon LLC serves individual and high-net-worth clients, offering financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm employs a tactical asset allocation and technical analysis approach, managing over $1 billion in client assets across a multi-office platform.
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