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John Michael Vance

Vance Wealth

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About John Michael Vance

John Michael Vance is an investment advisor representative with Vance Wealth. John is a financial advisor with over 20 years of experience in the financial services industry. John is committed to helping clients achieve their financial goals. John offers a variety of financial services, including financial planning, investment management, and retirement planning.

Firm Information

John Vance is currently registered with Vance Wealth. Vance Wealth is an investment advisory firm headquartered in SANTA CLARITA, CA. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. They manage approximately $670,810,625 in assets for 1,345 clients. They serve high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Vance Wealth

26491 SUMMIT CIRCLE

SANTA CLARITA, CA 91350

$670.81M

Assets Under Management

Not reported

Total Clients

10

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Consulting fees

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John Vance’s Registration & Firm History

CA

12/24/2020 - Present

Vance Wealth (SANTA CLARITA CA)

CA

01/10/2003 - 10/02/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (SANTA CLARITA CA)

CA

02/02/1999 - 01/13/2003

GRATTAN FINANCIAL SECURITIES, INC. (SAN GABRIEL CA)

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Licenses & Designations

IA

Issued 02/26/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/24/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Michael Vance. Review regulatory record here.
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