JT
Jonathan M. Taporco
ALLIANT RETIREMENT CONSULTING
Austin, TX 78746
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CRD#: 4857239
JT
Professional summary
Jonathan Mark Taporco is a registered financial advisor currently at ALLIANT RETIREMENT CONSULTING located in Austin, Texas and OSAIC WEALTH, INC. located in Austin, Texas.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jonathan has worked at 13 firms and has passed the Series 66, SIE, Series 31 and Series 7 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.
1.NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: VP, SENIOR INVESTMENT CONSULTANT START DATE: 07/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR REPRESENTATIVE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2005 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND DISABILITY 3. NAME OF OTHER BUSINESS: CFA INSTITUTE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL EDUCATION START DATE: 08/2019 POSITION/TITLE/RELATIONSHIP: CFA EXAM GRADER AND QUESTION WRITER. APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: AS A MEMBER OF THE CFA COUNCIL OF EXAMINERS, I GRADE AND WRITE EXAM QUESTIONS ANNUALLY. 4. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2018 POSITION/TITLE/RELATIONSHIP: VP, SENIOR INVESTMENT CONSULTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: 3(21), 3(38), INVESTMENT CONSULTING, 401(K) CONSULTING 5. NAME OF OTHER BUSINESS: RPAG: RETIREMENT PLAN ADVISORY GROUP ; INVESTMENT RELATED: NO; ADDRESS: 120 VANTIS ST 480 ALISO VIEJO, CA 92656; NATURE OF BUSINESS: RETIREMENT PLAN PRACTICE MANAGEMENT; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: EXTERNAL ADVISORY MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: WORKING GROUP OF CFA'S THAT SHARE BEST PRACTICES; 6. NAME OF OTHER BUSINESS: AUSTIN COMMUNITY COLLEGE; INVESTMENT RELATED: NO; ADDRESS: 6101 HIGHLAND CAMPUS DR. AUSTIN, TX 78752; NATURE OF BUSINESS: EDUCATION; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: ADJUNCT PROFESSOR OF FINANCE; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TEACH FINANCE CLASSES TO COMMUNITY COLLEGE STUDENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Mark Taporco's 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®
NoneExperience
Current
June 29, 2018 - Present
ALLIANT RETIREMENT CONSULTING
Office #1: 3600 N. Capital Of Texas Hwy, Bldg B, Suite 200, Austin, TX 78746RIA
CRD#: 167970
Austin, TX
Current
July 1, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 3600 N Capital Of Tx Hwy Ste 100b, Austin, TX 78746RIA
BD
CRD#: 23131
Austin, TX
Past
June 30, 2023 - July 1, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
AUSTIN, TX
Past
April 12, 2018 - July 9, 2018
CLS PARTNERS RETIREMENT SERVICES
RIA
CRD#: 181518
AUSTIN, TX
Past
April 25, 2016 - April 16, 2018
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
New York, NY
Past
December 15, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
NEW YORK, NY
Past
December 15, 2014 - April 16, 2018
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
NEW YORK, NY
Past
October 4, 2013 - December 8, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
NEW YORK, NY
Past
June 28, 2012 - May 8, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SHELTON, CT
Past
February 7, 2011 - August 10, 2011
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
RIVERSIDE, CT
Past
March 23, 2010 - January 25, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
MAMARONECK, NY
Past
March 23, 2010 - January 25, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
MAMARONECK, NY
Past
July 16, 2009 - April 6, 2010
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
GREENWICH, CT
Past
July 16, 2009 - April 6, 2010
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
GREENWICH, CT
Past
June 1, 2006 - May 11, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
GREENWICH, CT
Past
June 1, 2006 - May 11, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
GREENWICH, CT
Past
September 26, 2005 - April 3, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
GREENWICH, CT
Past
September 5, 2005 - April 3, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
GREENWICH, CT
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".
AR
ALLIANT RETIREMENT CONSULTING
ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING
CRD#: 167970 / SEC#: 801-78240
RIA
Registered Investment Advisory firm - (7/9/2013 Approved)Alaska
Registered Investment Advisory firm - (2/20/2015 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Colorado(3/21/2022)
IAR
Massachusetts(6/27/2023)
IAR
New York(3/21/2022)
IAR
Texas(6/29/2018)
RR
Texas(7/1/2025)
IAR
Washington(3/18/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AR
ALLIANT RETIREMENT CONSULTING
ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING
CRD#: 167970 / SEC#: 801-78240
RIA
Registered Investment Advisory firm - (7/9/2013 Approved)Alaska
Registered Investment Advisory firm - (2/20/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1125 Sanctuary Parkway Suite 300, Alpharetta, GA 30009
Mailing Address
Phone number
(713) 470-4208
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 4,493,036,646 |
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.
