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John Stephen Bivens

Latitude Advisors, LLC

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About John Stephen Bivens

John Stephen Bivens is a Vice President at Latitude Advisors, LLC. John has been in the financial industry since 1995 and is registered as an investment advisor representative in Illinois. John has experience in portfolio management for individuals and financial planning. John is also a registered representative with FINRA.

Firm Information

John Bivens is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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

Third party referral fees

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John Bivens’s Registration & Firm History

IL

01/08/2010 - Present

Latitude Advisors, LLC (YORKVILLE IL)

IL

01/04/1999 - 10/05/2009

MEDALLION INVESTMENT SERVICES, INC. (YORKVILLE IL)

TN

09/16/1996 - 12/31/1998

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

CT

02/13/1995 - 05/31/1996

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 12/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Stephen Bivens.
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