Unclaimed Profile

Jill Anne Veenstra

TALON PRIVATE WEALTH, LLC·THE VILLAGES, Florida

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TO10 years registeredTALON PRIVATE WEALTH, LLC

11974 COUNTY ROAD 101, THE VILLAGES, FL 32162CRD# 3222590Firm CRD# 298714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jill Anne Veenstra · THE VILLAGES, FL

Registration

CRD #3222590 · TALON PRIVATE WEALTH, LLC · 10 years registered

Brand Profile

Not yet started

Career History

REGAL INVESTMENT ADVISORS LLC

Dec 2024 – present

REGULUS FINANCIAL GROUP, LLC

Jun 2024 – present

GARDNER ADVISORS INC.

Mar 2022 – May 2022

Lowell, MI

HUNTINGTON FINANCIAL ADVISORS

May 2016 – Mar 2022

LOWELL, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · May 17, 2016

Years registered · 10

Disclosure History

2014Regulatory·Final

2004Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TALON PRIVATE WEALTH, LLC

CRD 298714 · SEC 801-114857

AUM

$843M

Regulatory assets under management

Employees

8,813 client accounts

Services offered by TALON PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TALON PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jill Anne Veenstra offer?

Jill Anne Veenstra specializes in Financial Planning, Investment Management. Contact their office in THE VILLAGES, Florida for a consultation.

What are Jill Anne Veenstra's credentials?

Jill Anne Veenstra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Anne Veenstra located?

Jill Anne Veenstra is based in THE VILLAGES, Florida, working with TALON PRIVATE WEALTH, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.

How does Jill Anne Veenstra charge for services?

Jill Anne Veenstra's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TALON PRIVATE WEALTH, LLC?

TALON PRIVATE WEALTH, LLC has approximately 22 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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