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Jonathan Lee Vance

Forvis Mazars Wealth Advisors, LLC

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About Jonathan Lee Vance

Jonathan Vance is a Certified Financial Planner who is currently registered as an Investment Advisor Representative with Forvis Mazars Wealth Advisors, LLC. Jonathan Vance is based in Springfield, Missouri. Jonathan Vance has been in the financial industry since 2021 and is active in the Investment Advisor industry. Jonathan Vance is associated with Forvis Mazars Wealth Advisors, LLC since September 2023. Jonathan Vance has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Jonathan Vance specializes in financial planning, portfolio management for individuals and pensions consulting.

Firm Information

Jonathan Vance is currently registered with Forvis Mazars Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an investment advisor headquartered in Springfield, MO. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With a focus on high-net-worth clients, the firm manages over $8.9 billion in assets. They are registered with the SEC and have a strong reputation for providing comprehensive and personalized wealth management services.
Forvis Mazars Wealth Advisors, LLC

910 EAST ST LOUIS ST

SPRINGFIELD, MO 65806

$8.92B

Assets Under Management

145

Total Clients

79

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Jonathan Vance’s Registration & Firm History

MO

09/26/2023 - Present

Forvis Mazars Wealth Advisors, LLC (Springfield MO)

MO

03/10/2022 - 09/18/2023

HEIM, YOUNG & ASSOCIATES, INC. (SPRINGFIELD MO)

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Licenses & Designations

BC

Issued 03/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Lee Vance.
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