Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mark Taporco is a financial advisor with over 15 years of experience in the industry. Currently, Jonathan is a Vice President and Senior Investment Consultant at Alliant Retirement Consulting. Prior to joining Alliant, Jonathan worked at various financial institutions, including KESTRA INVESTMENT SERVICES, LLC, MML INVESTORS SERVICES, LLC, METLIFE SECURITIES INC. and others. Jonathan is a Chartered Financial Analyst (CFA) and has a Series 66, 31 and 7 licenses. Jonathan is also a member of the CFA Council of Examiners where he grades and writes CFA exam questions annually.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Asset-based fees on pension plans under advisement
1
2
TX
03/18/2022 - Present
Alliant Retirement Consulting (Austin TX)
NY
12/15/2014 - 04/16/2018
KESTRA INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
10/04/2013 - 12/08/2014
MML INVESTORS SERVICES, LLC (NEW YORK NY)
CT
06/28/2012 - 05/08/2013
METLIFE SECURITIES INC. (SHELTON CT)
CT
02/07/2011 - 08/10/2011
FIRST ALLIED SECURITIES, INC. (RIVERSIDE CT)
NY
03/23/2010 - 01/25/2011
CHASE INVESTMENT SERVICES CORP. (MAMARONECK NY)
CT
07/16/2009 - 04/06/2010
AXA ADVISORS, LLC (GREENWICH CT)
CT
06/01/2006 - 05/11/2009
AMERIPRISE FINANCIAL SERVICES, INC. (GREENWICH CT)
CT
09/05/2005 - 04/03/2006
MORGAN STANLEY DW INC. (GREENWICH CT)
BOTH
Issued 08/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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