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John Vincent Blanchard

Capital Analysts

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About John Vincent Blanchard

John Blanchard is a financial advisor at Capital Analysts, a registered investment advisor with offices in Fort Washington, PA and Braintree, MA. John has been in the securities industry since April 5, 1995. John is registered with FINRA and the state of Massachusetts. John also holds a Series 65 license, which allows him to provide investment advice.

Firm Information

John Blanchard is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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John Blanchard’s Registration & Firm History

MA

12/15/2017 - Present

Capital Analysts (Braintree MA)

MA

09/01/2015 - 12/04/2017

GWN SECURITIES INC. (Winthrop MA)

MA

08/03/2011 - 09/11/2015

METLIFE SECURITIES INC. (MARSHFIELD MA)

MA

05/07/2010 - 08/12/2011

HORNOR, TOWNSEND & KENT, INC. (HINGHAM MA)

MA

12/14/2005 - 05/18/2010

TRANSAMERICA FINANCIAL ADVISORS, INC (HINGHAM MA)

MA

05/04/2001 - 12/16/2005

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

NY

06/17/1999 - 05/03/2001

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

01/07/1999 - 01/29/1999

NEW ENGLAND SECURITIES

NY

05/20/1997 - 12/31/1998

NEW ENGLAND SECURITIES (NEW YORK NY)

MN

11/03/1994 - 05/09/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/03/1994 - 05/09/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/02/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Vincent Blanchard. Review regulatory record here.
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