Jonathan Taporco (CRD# 4857239) is an Investment Advisor Representative working at Alliant Retirement Consulting in Austin, TX and has over 9 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Jun 2023 - Current | < 1 |
| Alliant Retirement Consulting | Austin, TX | Jul 2018 - Current | 5 |
| Alliant Insurance Services | Austin, TX | Jul 2018 - Current | 5 |
| Clsrs, LLC | Austin, TX | Apr 2018 - Jul 2018 | < 1 |
| Cls Partners | Austin, TX | Apr 2018 - Jul 2018 | < 1 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Jul 2018 | 2 |
| Nfp | New York, NY | Oct 2013 - Mar 2018 | 4 |
| Nfp Advisor Services | Austin, TX | Dec 2014 - Apr 2016 | 1 |
| Mml Investors Services | New York, NY | Oct 2013 - Dec 2014 | 1 |
| Mass Mutual Life Insurance Company | New York, NY | May 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CO
- MA
- NY
- TX
- WA
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Total Assets Under Management144MILLIONS
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Total Number of Accounts47ACCOUNTS
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Average Account Value$3,063,830
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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