TL
TALON LLC
SEC RegisteredSAN JUAN, PRhttps://guardingyournestegg.com(352) 751-3200
Assets Under Management
$1B–$5B
Employees
22
Office Locations
15 offices
Total Accounts
11189
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,823 | $866M |
| High Net Worth Individuals | 98 | $190M |
93 total clients reported on Form ADV.
Leadership
Robert Michael Lester
MANAGING MEMBER
Office locations
15 offices in 7 states
PR
SAN JUANHQ
CO
BROOMFIELD
FL
THE VILLAGES
FL
PALM COAST
CA
FOLSOM
FL
SAINT AUGUSTINE
MI
GRAND RAPIDS
FL
TAMPA
OK
TULSA
CA
ROSEVILLE
CA
ELK GROVE
NE
OMAHA
FL
ST. PETERSBURG
FL
LONGWOOD
CA
SAN DIEGO
Advisors at this firm
8 advisors in the directory
James Herbert Bailey
Investment Adviser Representative
Bryan Joseph Bentley
Investment Adviser Representative
Anastasia Marie Fusco
Investment Adviser Representative
John Martini Jansen
Investment Adviser Representative
Matthew Edwin Jones
Investment Adviser Representative
Benjamin G Kochera
Investment Adviser Representative
Robert Michael Lester
Investment Adviser Representative
John William Newell
Investment Adviser Representative
Regulatory & compliance
CRD number
#298714
SEC Number
801-114857
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $25,000 (waivable)
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
guardingyournestegg.comPhone
(352) 751-3200Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TALON LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.