JT
Jeffrey J. Talarico
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Kerrville, TX 78028
Some features on this profile are disabled
CRD#: 5292730
JT
Professional summary
Jeffrey John Talarico, who also goes by Jeff Talarico, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Kerrville, Texas and LASALLE ST SECURITIES, L.L.C. located in Kerrville, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeffrey has worked at 5 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Talarico
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. Business Ownership; Talarico and Associates; Owner; This is the dba I established to run my practice; Kerrville, Texas 78028; March 2012; 40-59 hours per month/ 2. Master's Touch Communication; Owner; I deliver inspirational keynotes, sales seminars and build websites for small business owners; Kerrville, Texas 78028; Not Investment Related; April 2002; 1-9 hours per month; 0 during trading hours/ 3. JCT Partners, LLC; Managing Partner; This is a partnership with my spouse. We will own rental real estate or businesses; Kerrville, TX 78028; Investment Related; Jan 2014; 1-9 hours per month; 1-9 during trading hours. 4. Independent Insurance Brokering; Aetna(September 2015)/ United Health Care of Texas(September 2015)/ Cigna Health Care(October 2015)/ Humana(September 2018). 5. Kerrville Masonic Lodge No. 697; Fraternal organization; Member; Kerrville, Texas 78028; Not investment related; July 2007; 1-9 hours per month; 0 during trading hours. 6. Fixed Insurance 7. LaSalle St Investment advisors - Investment related 6/2019, during trading hours 8. Rotary Club of Kerrville, member, not investment related 0 hrs during trading hours 9. Bread for life International, not investment related 0 hrs during trading hours, guide the executive dir in the business side of the missionary outreach, attend board meetings - member 10. Senior Pastor Transformation Church
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey John Talarico'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 27, 2019 - Present
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Office #1: 2210 Bandera Highway Suite H, Kerrville, TX 78028RIA
CRD#: 109701
Kerrville, TX
Current
June 14, 2019 - Present
LASALLE ST SECURITIES, L.L.C.
Office #1: 2210 Bandera Highway Suite H, Kerrville, TX 78028BD
CRD#: 7191
Kerrville, TX
Past
June 14, 2019 - June 17, 2019
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
RIA
CRD#: 109701
Kerrville, TX
Past
March 2, 2012 - June 14, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
KERRVILLE, TX
Past
March 2, 2012 - June 14, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
KERRVILLE, TX
Past
January 1, 2008 - March 6, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
KERRVILLE, TX
Past
January 1, 2008 - March 6, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
KERRVILLE, TX
Past
May 9, 2007 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
KERRVILLE, TX
Past
April 11, 2007 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
KERRVILLE, TX
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".
LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD#: 109701 / SEC#: 801-33422
RIA
Registered Investment Advisory firm - (2/10/1989 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.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
RR
Arizona(6/14/2019)
IAR
Arizona(7/8/2019)
RR
California(4/24/2024)
RR
Colorado(2/1/2022)
RR
Florida(9/20/2023)
RR
Michigan(6/14/2019)
IAR
Michigan(9/20/2024)
RR
Nevada(4/15/2025)
IAR
Nevada(4/17/2025)
RR
Ohio(6/14/2019)
IAR
Ohio(6/27/2019)
RR
Oklahoma(1/24/2022)
RR
Texas(7/7/2019)
IAR
Texas(7/7/2019)
RR
Washington(2/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD#: 109701 / SEC#: 801-33422
RIA
Registered Investment Advisory firm - (2/10/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Mailing Address
Phone number
(630) 600-0500
Established
Firm type
Fiscal year end
# of Employees
144
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,941 |
| AUM (Assets Under Management) | $ 4,346,509,887 |
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.
