This communication is strictly intended for individuals residing in the states of FL, GA, IL, LA, NY, NC, OH, PA and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Jonathan M. Tallman, founded The Tallman Group, LLC in 2010 with a vision to create an organization that specializes in providing financial security and is dedicated to serving clients first. He works alongside clients to help them identify, progress toward, and achieve their most meaningful personal, professional and financial goals. He has a strong desire to serve others through an interpersonal relationship and he seeks to improve the lives of those he works with.
Jonathan is a board member of Friends of Children Everywhere, Inc., that currently works with the Casa Bernabe orphanage in Guatemala. He travels to Central America with his wife Jennifer. He currently serves as a board member to the Bluewater Bay Municipal Services Benefit Unit. In 2013 Jonathan was appointed by the Okaloosa County Commission to serve on the Okaloosa Restore Act Committee. Jonathan is involved in many organizations including the Destin Chamber of Commerce, Niceville-Valparaiso Chamber of Commerce, the Niceville-Valparaiso Rotary Club and NicevilleUMC.
Jonathan works with clients both in the United States and internationally.
"NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Beneﬁts, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations."
- CNN/Money Magazine
- Council for Disability Awareness
- Wall Street Journal
David is active in the Emerald Coast community. He is a board member of the Niceville-Valpariso Rotary Club, the general member of the Niceville Chamber of Commerce. He currently is the head coach for the Ruckel Middle School Girls Basketball team. Professionally, David is a financial advisor and he handles the supervision and compliance for the branch office. David reviews and endorses client orders and has the responsibility of supervising the activities of persons associated with at the branch office. David is an avid Oklahoma State University fan. David currently holds his series 7,63,65,24,53.
Absolutely please email us with the specifics of your situation and we will be happy to fulfil the request.
Relationships are an integral part of the social and business fabrics that form our lives. The depth and quality of these relationships go a long way in supporting the goals that we all strive toward. That’s why I’m proud to tell you that when you choose my practice to provide you with financial guidance you are, in fact, entering into a relationship with a number of premier financial services companies. All staffed by dedicated, knowledgeable professionals. All working for you. All with one goal in mind: Your Success!