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JJ

John M. Jansen

BROOKSTONE WEALTH ADVISORS
Tulsa, OK 74133
Some features on this profile are disabled
CRD#: 2290021
JJ

Professional summary

John Martini Jansen is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Tulsa, Oklahoma and TALON PRIVATE WEALTH, LLC located in The Villages, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Martini Jansen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 18, 2015 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 7633 E 63rd Place, Third Floor, Tulsa, OK 74133Office #2: 50 Leanni Way, Palm Coast, FL 32137Office #3: 781 Ciara Creek Cove #1003, Longwood, FL 32750Office #4: 109 Nature Walk Parkway #102, St. Augustine, FL 32092Office #5: 11974 Cr 101 Suite 103, The Villages, FL 32162
RIA
CRD#: 137658
Tulsa, OK
Current

January 4, 2021 - Present

TALON PRIVATE WEALTH, LLC

Office #1: 11974 County Road 101 Suite 103, The Villages, FL 32162
RIA
CRD#: 298714
THE VILLAGES, FL
Past

August 9, 2004 - September 28, 2015

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
VIRGINIA BEACH, VA
Past

July 26, 2004 - September 28, 2015

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
VIRGINIA BEACH, VA
Past

May 23, 2001 - July 13, 2004

FINANCIAL SECURITY ADVISORY INC

RIA
CRD#: 110746
VA BEACH, VA
Past

March 13, 2001 - July 13, 2004

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

BD
CRD#: 43000
VIRGINIA BEACH, VA
Past

June 2, 1997 - February 27, 2001

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 8, 1995 - May 20, 1997

DAVENPORT-DUKES FINANCIAL SERVICES, INC.

BD
CRD#: 37664
Past

October 26, 1992 - April 17, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TALON PRIVATE WEALTH, LLC
TALON PRIVATE WEALTH, LLC | TALON WEALTH MANAGEMENT | TALON WEALTH

CRD#: 298714 / SEC#: 801-114857

RIA
Registered Investment Advisory firm - (3/15/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/23/2019)
IAR
Florida
(1/31/2020)
IAR
Louisiana
(10/25/2021)
IAR
Nebraska
(8/20/2021)
IAR
Oklahoma
(11/17/2021)
IAR
Virginia
(9/18/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/27/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/12/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/23/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TP
TALON PRIVATE WEALTH, LLC
TALON PRIVATE WEALTH, LLC | TALON WEALTH MANAGEMENT | TALON WEALTH

CRD#: 298714 / SEC#: 801-114857

RIA
Registered Investment Advisory firm - (3/15/2019 Approved)
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Contact information

Main Address
11974 County Road 101 Suite 103, The Villages, FL 32162
Mailing Address
Phone number
(352) 751-3200
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts4,586
AUM (Assets Under Management)$ 876,912,760

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TALON PRIVATE WEALTH, LLC

CRD#: 298714Tulsa, OK 74133

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