Jon Vance is a registered investment advisor at Raymond James & Associates, INC., based in Carlsbad, CA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5800 Armada Dr, Ste 100, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon acts as a co-trustee, along with his wife Sara, for the Vance IRA since 2019. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Monitor Capital INC.Broker
Cowles, Sabol & Company, IncorporatedBroker
State Registrations14 states
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