Unclaimed Profile

John Vincent Scambray

ONESOURCE ADVISORS, LLC·GRANITE BAY, California

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 6525 years registeredONESOURCE ADVISORS, LLC

4080 CAVITT STALLMAN ROAD, GRANITE BAY, CA 95746CRD# 2231726Firm CRD# 319078

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Vincent Scambray · GRANITE BAY, CA

Registration

CRD #2231726 · ONESOURCE ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

ONESOURCE WEALTH MANAGEMENT

Jun 2022 – present

FARTHER

May 2025 – Jan 2026

GRANITE WAY, CA

ONE SOURCE HEALTH & WEALTH MANAGEMENT

Apr 2020 – Dec 2022

GRANITE BAY, CA

SB ADVISORY, LLC

Jun 2019 – Mar 2020

folsom, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2015 – Jun 2019

ROSEVILLE, CA

CITIGROUP GLOBAL MARKETS INC.

Feb 2014 – Jun 2015

CITRUS HEIGHTS, CA

PATHWAY STRATEGIC ADVISORS

Sep 2013 – Jan 2014

FOLSOM, CA

AMERIPRISE ADVISOR SERVICES, INC.

Jul 2009 – Oct 2009

DETROIT, MI

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2009 – May 2013

ROSEVILLE, CA

WELLS FARGO INVESTMENTS, LLC

Feb 2005 – May 2009

ROSEVILLE, CA

CITIGROUP GLOBAL MARKETS INC.

Nov 2004 – Feb 2005

SAN JOSE, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2004 – Nov 2004

SAN JOSE, CA

QUICK & REILLY, INC.

Apr 2003 – Oct 2004

SAN JOSE, CA

AXA ADVISORS, LLC

Mar 2001 – Jun 2003

FRESNO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · March 15, 2001

Years registered · 25

Disclosure History

1998Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ONESOURCE ADVISORS, LLC

CRD 319078 · SEC 801-129864

AUM

$100M

Regulatory assets under management

Employees

400 client accounts

Services offered by ONESOURCE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ONESOURCE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Vincent Scambray offer?

John Vincent Scambray specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANITE BAY, California for a consultation.

What are John Vincent Scambray's credentials?

John Vincent Scambray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Vincent Scambray located?

John Vincent Scambray is based in GRANITE BAY, California, working with ONESOURCE ADVISORS, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.

How does John Vincent Scambray charge for services?

John Vincent Scambray's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONESOURCE ADVISORS, LLC?

ONESOURCE ADVISORS, LLC has approximately 2 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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