Matthew E. Jones

TALON

LONGWOOD, FL 32750

Some features on this profile are disabled

CRD#: 7860148

Professional summary

Matthew Edwin Jones is a registered financial advisor currently at TALON LLC located in Longwood, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Matthew Edwin Jones'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

February 14, 2024 - Present

TALON LLC

Office #1: 781 Ciara Creek Cove #1003, Longwood, FL 32750

RIA

CRD#: 298714

LONGWOOD, 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 LLC

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
(2/14/2024)

IAR

Michigan
(5/15/2025)

IAR

Oklahoma
(6/13/2024)

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: 2/11/2023

Uniform Investment Adviser Law Examination

Current Firm

TALON LLC

CRD#: 298714 / SEC#: 801-114857

RIA

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

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

151 Calle De San Francisco Suite 200, San Juan, PR 00901

Mailing Address

11974 County Road 101 Suite 103, The Villages, FL 32162

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

TALON - FORM ADV PART 2A BROCHURE (5/21/2026)

Regulatory assets under management

Total Number of Accounts	11,189
AUM (Assets Under Management)	$ 1,060,316,193

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.

Similar Advisors

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Shivam Mittal

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Summit, NJ

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raleigh, NC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew E. Jones

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edwin Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

TALON LLC

Primary Firm SEC Registration

TALON LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2023

Current Firm

TALON LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TALON LLC

TRUST BUT VERIFY

Similar Advisors