Jonathan
Taporco

Alliant Retirement Consulting

CRD#4857239
Investment Advisor
in Austin, TX

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About this Advisor

Jonathan Taporco is a financial advisor working out of Austin, Texas who has 5 years of industry experience. Taporco is on the advisory team at Alliant Retirement Consulting. Their career trajectory has included roles at Metlife Securities Inc, Mass Mutual Life Insurance Company, Mml Investors Services, Nfp Advisor Services, Clsrs, LLC, Cls Partners, Nfp, Barnum Financial Group, Alliant Retirement Services, LLC and Kestra Financial Services, Inc. Taporco holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado, New York, Texas and Washington. Alliant Retirement Consulting is a financial advisory firm that has its headquarters in Alpharetta, GA. It has offices in eight locations and a total of 17 people on staff. It has $1 billion in assets under management among its 80 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides pension consulting services. Fees charged by financial advisors vary depending on the financial services provided. Fees billed by Alliant Retirement Consulting likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3600 N. Capital Of Texas Hwy, Bldg B, Suite 200
Austin, TX 78746

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$1,084,277,908

TX Average: $3,570,121,308
Total Number of Employees

17

TX Average: 58
Total Number of Accounts

80

TX Average: 1,608
Average Account Size

$13,553,474

TX Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Jonathan Taporco Work History

Jonathan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Alliant Retirement Services, LLC

2018 - 2018 (< 1 year)

Clsrs, LLC

2018 - 2018 (< 1 year)

Cls Partners

2016 - 2018 (2 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Advisor Services

2013 - 2014 (1 year)

Mass Mutual Life Insurance Company

2013 - 2014 (1 year)

Mml Investors Services

2013 - 2018 (5 years)

Nfp

2012 - 2013 (1 year)

Metlife Securities Inc

2012 - 2013 (1 year)

Barnum Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Taporco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliant Retirement Consulting

Ryan Barnett
Alpharetta, GA
Andrew Denler
New York, NY
Kathleen Aicher
Alpharetta, GA
Aaron Pottichen
Austin, TX
Jonathan Taporco
Austin, TX
David Feilke
Alpharetta, GA
Robert Knowles
Oklahoma City, OK
Cara Reynolds
Alpharetta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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