Jonathan Mark Taporco

Current Employers

Employment History

• 04/2016 → 07/2018
  Kestra Financial Services, Inc.
  Austin, TX
• 04/2018 → 07/2018
  Clsrs, Llc
  Austin, TX
• 04/2018 → 07/2018
  Cls Partners
  Austin, TX
• 10/2013 → 03/2018
  Nfp
  New York, NY
• 07/2018 → Present
  Alliant Retirement Consulting
  Austin, TX
• 06/2023 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2018 → Present
  Alliant Insurance Services
  Austin, TX
• 07/2025 → Present
  Osaic Wealth, Inc.
  Austin, TX

Previous Registrations

• 2018-04-12 → 2018-07-09
  Cls Partners Retirement Services
  Austin, TX
• 2016-04-25 → 2018-04-16
  Kestra Advisory Services, Llc
  New York, NY
• 2014-12-15 → 2016-09-22
  Kestra Investment Services, Llc
  New York, NY
• 2010-03-23 → 2011-01-25
  Chase Investment Services Corp.
  Mamaroneck, NY
• 2009-07-16 → 2010-04-06
  Equitable Advisors, Llc
  Greenwich, CT
• 2006-06-01 → 2009-05-11
  Ameriprise Financial Services, Llc
  Greenwich, CT
  Harrison, NY
• 2005-09-26 → 2006-04-03
  Morgan Stanley Dw Inc.
  Greenwich, CT
  Greenwich, CT

Other Businesses

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; 7. CFA INSTITUTE POSITION: CFA Level III Grader NATURE: Organization in charge of the CFA exams. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 915 East High St, Charlottesville VA 22902, United States DESCRIPTION: Grade written level III responses on the CFA exams for the CFA institute.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-29

Designations