Talon LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 298714
- SEC number
- 801-114857
- Firm type
- RIA
- Assets under management
- $1.1B as of May 21, 2026
- Website
- guardingyournestegg.com ↗
- Phone
- (352) 751-3200
- Address
- 151 Calle De San Francisco, San Juan, PR, 00901
Advisors at this firm
9 in our index · page 1 of 1
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James Herbert BaileyCRD 1393256 · San Juan, PRIA RegisteredDisclosure event(s) on record
-
Bryan Joseph BentleyCRD 5960205 · Granite Bay, CAIA Registered
-
Anastasia Marie FuscoCRD 7222031 · Folsom, CAIA RegisteredRegistration inactive
-
John Martini JansenCRD 2290021 · San Juan, PRIA RegisteredDisclosure event(s) on record
-
Matthew Edwin JonesCRD 7860148 · Longwood, FLIA Registered
-
Benjamin G KocheraCRD 6607757 · San Juan, PRIA Registered
-
Robert Michael LesterCRD 4885592 · San Juan, PRIA RegisteredRegistration inactiveDisclosure event(s) on record
-
John William NewellCRD 6582644 · San Juan, PRIA Registered
-
Rennie Joyce RodriguezCRD 7817263 · San Juan, PRIA RegisteredDisclosure event(s) on record
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 298714 ↗
FINRA BrokerCheck record for firm CRD 298714 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.