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Matthew Edwin Jones

Talon LLC

Longwood, FL

San Juan, PR

CRD 7860148

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Employer firm

Talon LLC CRD 298714

$1.06B regulatory AUM 93 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Talon Llc

151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-15
OK RA APPROVED 2024-06-13
FL RA APPROVED 2024-02-14
  • MI RA
    APPROVED
    Since 2025-05-15
  • OK RA
    APPROVED
    Since 2024-06-13
  • FL RA
    APPROVED
    Since 2024-02-14

Branch Locations

781 Ciara Creek Cove, Longwood, FL 32750 • United States

151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Talon Private Wealth The Villages FL 02/2024 Present
Cox Media Group Orlando FL 08/2015 01/2024
  • 02/2024 → Present
    Talon Private Wealth
    The Villages, FL
  • 08/2015 → 01/2024
    Cox Media Group
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-11
  • S65 Uniform Investment Adviser Law Examination
    2023-02-11

View on SEC IAPD

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