John William Newell
Investment adviser representative at Talon LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Talon LLCMay 2026 to now
- Brookstone Wealth Advisors, LLCNov 2015 to now
- Financial AdvisorJan 2014 to now
- Talon Private Wealth, LLCJun 2019 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Talon LLC
$1.1BAssets managed
1,921Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6582644
- Firm CRD
- 298714