John Michael Vance

Employer firm

Vance Wealth CRD 310162

$894M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 10/2020
  Raymond James Financial Services
  Valencia, CA
• 01/1999 → 12/2020
  Pasadena City College
  Pasadena, CA
• 05/2004 → Present
  Sentryan Insurance Center
  Valencia, CA
• 01/2003 → 12/2020
  Community Education
  Valencia, CA
• 01/2009 → 10/2020
  Raymond James Financial Services Advisors, Inc
  Valencia, CA
• 01/2015 → 12/2018
  Wanda Llc
  Santa Clarita, CA
• 09/2015 → 12/2020
  Second Saturday-Pasadena
  Pasadena, CA
• 02/2019 → Present
  Santa Clarita Valley Chamber Of Commerce
  Santa Clarita, CA
• 09/2020 → Present
  Vance Wealth, Inc.
  Santa Clarita, CA

Previous Registrations

• 2009-01-02 → 2020-10-02
  Raymond James Financial Services Advisors, Inc
  Valencia, CA
  Valencia, CA
  Santa Clarita, CA
• 2003-02-28 → 2009-01-02
  Raymond James Financial Services, Inc.
  Pasadena, CA
  Pasadena, CA
  Santa Clarita, CA

Other Businesses

Santa Clarita Valley Chamber of Commerce , 26491 Summit Circle,Santa Clarita, CA, Board Member/Officer/Director, Director, No, 2/1/2019, 5 hrs/month, 2 hrs/months during trading hours, Member of Board and Finance committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-26
• S63 Uniform Securities Agent State Law Examination
  1998-02-20

Designations

• Certified Financial Planner