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John Roger Vance

BAY Crest Partners, LLC

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About John Roger Vance

John Vance has been an active broker-dealer in the securities industry since 2002. John currently is registered with Bay Crest Partners, LLC. John is registered in Connecticut, New Jersey, and New York. John is also Series 55, 7, and 25 licensed. John was previously registered with Lombardi & Co., Inc. and Precision Group, Inc. John holds a Series 63 license. John is a Securities Industry Essentials (SIE) licensed. John is a Securities Trader licensed (Series 57TO). John has been registered as a representative of Bay Crest Partners, LLC since 09/25/2007.

Firm Information

John Vance is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

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.

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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John Vance’s Registration & Firm History

NY

09/25/2007 - Present

BAY Crest Partners, LLC (NY NY)

NY

08/07/2002 - 09/27/2007

LOMBARDI & CO., INC. (NEW YORK NY)

NY

07/08/2002 - 08/02/2002

PRECISION GROUP, INC. (NEW YORK NY)

NY

06/04/2001 - 08/22/2001

PRECISION GROUP, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/26/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/15/2003

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John Roger Vance.
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