John Vondercrone

Current Employers

Employment History

• 07/2018 → Present
  Jv Cpa Llc
  Phoenixville, PA
• 09/2016 → 06/2018
  Foresight Business Solutions
  King Of Prussia, PA
• 05/2020 → 08/2023
  Royal Alliance Associates, Inc.
  Devon, PA
• 08/2023 → Present
  Osaic Wealth, Inc
  Devon, PA

Other Businesses

1. BALA FINANCIAL GROUP POSITION: Registered Representative NATURE: Corporation - Bala Financial Group is the DBA for the firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/01/2021 ADDRESS: 208 Old Lancaster Road, Devon PA 19333, United States DESCRIPTION: Sales & Marketing of insurance & investment products. 2. INDEPENDENT INSURANCE BROKER POSITION: Independent Insurance Broker NATURE: John Vondercrone is appointed by numerous insurance companies and he may receive compensation in the form of commissions in his role as an insurance agent. This may present a conflict of interest because your advisor may have a greater incentive to recommend investment or insurance products based on compensation received. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2021 ADDRESS: 208 Old Lancaster Road, Devon PA 19333, United States DESCRIPTION: Sales and marketing of fixed annuities, non-variable life insurance and all health insurance products. 3. JV CPA LLC POSITION: Owner NATURE: LLC - Accounting and Tax practice INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2018 ADDRESS: 900 Woodlawn Ave, Phoenixville PA 19460, United States DESCRIPTION: Do tax returns for individuals and business owners and monthly accounting for businesses 4. SELLING PERSONAL SPORTS CARDS POSITION: Owner NATURE: Selling sports card collection primarily on EBay. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2023 ADDRESS: 900 Woodlawn Ave, PHOENIXVILLE PA 19460, United States DESCRIPTION: Sorting sports card collection. Listing individual cards for sale on Ebay. Shipping cards to buyers once they sell. 5. PREMIER TAX RESOLUTION LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2024 ADDRESS: 900 Woodlawn Ave, PHOENIXVILLE PA 19460, United States DESCRIPTION: Assess client's IRS problem, bring them into compliance, resolve case typically via Offer in Compromise or Installment Agreement.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-07

Other Names

• John Vondercrone