Best Investors Account Sign in

John Vincent Blanchard

Capital Analysts

Braintree, MA

Claim This Profile
Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-12-15
  • MA RA
    APPROVED
    Since 2017-12-15

Branch Locations

35 Braintree Hill Office Park Suite 204, Braintree, MA 02043 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwn Securities Inc Palm Beach Gardens FL 09/2015 12/2017
Capital Analyst Braintree MA 12/2017 Present
Lincoln Investment Fort Washington PA 12/2017 Present
  • 09/2015 → 12/2017
    Palm Beach Gardens, FL
  • 12/2017 → Present
    Capital Analyst
    Braintree, MA
  • 12/2017 → Present
    Lincoln Investment
    Fort Washington, PA
Previous Registrations
  • 2016-10-18 → 2017-12-04
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Winthrop, MA
  • 2015-03-17 → 2015-09-22
    So. Easton, MA
  • 2010-06-18 → 2011-08-12
    Hingham, MA
    Waltham, MA
    Hingham, MA
  • 2005-01-10 → 2005-12-16
    Investors Capital Corp.
    East Providence, RI
  • 2001-06-22 → 2004-12-31
    Eastern Point Advisors Inc.
    East Providence, RI
Other Businesses

TRIPLE V, INC., DBA MARSHALL WEALTH MANAGEMENT POSITION: Agent NATURE: Life Insurance, LTC and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 12/01/2017 ADDRESS: 52 Accord Park Drive, 3rd Floor, Norwell MA 02061, United States DESCRIPTION: Work with clients to find out their protection needs and use insurance products to satisfy those needs. Also service those accounts.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-02
S63 Uniform Securities Agent State Law Examination 1994-08-24
  • S65 Uniform Investment Adviser Law Examination
    1999-09-02
  • S63 Uniform Securities Agent State Law Examination
    1994-08-24
Other Names
  • Jay Blanchard

View on SEC IAPD

More in Braintree, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor