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Talbot Jones Albert

Chapin, Davis

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About Talbot Jones Albert

Talbot Jones Albert is a registered representative with Chapin, Davis. Talbot has been in the securities industry since June 25, 1987. Talbot is a registered investment advisor representative in Maryland and is licensed to sell securities in 50 states. Talbot also holds several securities licenses including Series 7, 24, 52TO, 53, 63, 65, and 79TO. Talbot has experience working with high-net-worth individuals, corporations, and other businesses. Talbot is a partner in a family-owned farm and owns a racing stable. Talbot is a member of the Sons of the American Revolution and the Maryland Horsebreeders.

Firm Information

Talbot Albert is currently registered with Chapin, Davis. Chapin, Davis is a corporation headquartered in BALTIMORE, MD, United States, formed on 1990-12-12. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have a total of 684 client accounts, with $417,434,640 in regulatory assets under management. Their client base consists primarily of individuals, with a smaller number of corporations or other businesses.
Chapin, Davis

1411 CLARKVIEW ROAD

BALTIMORE, MD 21209

$417.43M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Concessions paid by issuers of securities sold to clients

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Talbot Albert’s Registration & Firm History

MD

01/01/1994 - Present

Chapin, Davis (BALTIMORE MD)

MD

06/26/1987 - 04/10/1991

JONES FALLS SECURITIES INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 04/15/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/27/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/30/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Talbot Jones Albert.
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