John W. Newell

BROOKSTONE WEALTH ADVISORS

The Villages, FL 32162

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CRD#: 6582644

Professional summary

John William Newell, who also goes by John W Newell, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in The Villages, Florida 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 2015. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John W Newell

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.

Talon Wealth Management; Investment Related; 11974 CR 101, Suite 103, The Villages, FL 32162; Life Insurance, Annuity Sales, Investment Advisory DBA name; Advisor; 01/2014 - present; 50 hours per week; 37.5 hours per week during securities training hours; Annuity and Insurance Sales Talon Private Wealth, LLC; Investment related; 11974 C.R. 101, Suite 103, The Villages, FL 32162; Investment Advisory; Employee; Started 06/2019; 160 hours/month devoted; 120 hours/month devoted during securities trading hours; Offer investment advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Newell'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

December 3, 2015 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 11974 Cr 101, Suite 103, The Villages, FL 32162Office #2: 109 Nature Walk Parkway #102, St. Augustine, FL 32092

RIA

CRD#: 137658

The Villages, FL

Current

July 11, 2019 - Present

TALON PRIVATE WEALTH, LLC

Office #1: 11974 County Road 101 Suite 103, The Villages, FL 32162

RIA

CRD#: 298714

THE VILLAGES, FL

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".

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

Florida
(12/3/2015)

IAR

Texas
(10/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/22/2015

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (15 States and Territories)

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 Accounts	4,586
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.

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John W. Newell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Newell's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

TALON PRIVATE WEALTH, LLC

Primary Firm SEC Registration

TALON PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2015

Current Firm

TALON PRIVATE WEALTH, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TALON PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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