AdvisorOS Directory
Claim Profile
Unclaimed Profile
JV

James Michael Vandevoorde

OSHER VAN DE VOORDE INVESTMENT MANAGEMENT·PASADENA, California
Series 2, Series 65Clean record30 years registeredOSHER VAN DE VOORDE INVESTMENT MANAGEMENT
125 NORTH RAYMOND AVENUE, PASADENA, CA 91103CRD# 2430153Firm CRD# 111324

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Vandevoorde · PASADENA, CA
Registration
CRD #2430153 · OSHER VAN DE VOORDE INVESTMENT MANAGEMENT · 30 years registered
Brand Profile
Not yet started
01

Career History

SUMMITRY, LLC
Mar 2026 – present
VANTAGE WEALTH
May 1996 – Apr 2026
PASADENA, CA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · May 23, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT
CRD 111324 · SEC 801-49690
AUM
$557M
Regulatory assets under management
Employees
6
458 client accounts
Services offered by OSHER VAN DE VOORDE INVESTMENT MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OSHER VAN DE VOORDE INVESTMENT MANAGEMENT →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PASADENA?

Browse all registered financial advisors in PASADENA, California or claim this profile if it's yours.

Browse PASADENA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Michael Vandevoorde offer?
James Michael Vandevoorde specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.
What are James Michael Vandevoorde's credentials?
James Michael Vandevoorde is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Vandevoorde located?
James Michael Vandevoorde is based in PASADENA, California, working with OSHER VAN DE VOORDE INVESTMENT MANAGEMENT. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does James Michael Vandevoorde charge for services?
James Michael Vandevoorde's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OSHER VAN DE VOORDE INVESTMENT MANAGEMENT?
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT has approximately 6 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in PASADENA, California

Sarah Abigail Brace
PENNIALL & ASSOCIATES, INC.·PASADENA, CA
Reed Gavin Bender
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES·PASADENA, CA
Tyler Samuel Dritz
FELICITAS GLOBAL PARTNERS, LLC·PASADENA, CA
CFA
James Dale Harvey
POPLAR FOREST CAPITAL LLC·PASADENA, CA
Alison Jones Gamble
GAMBLE JONES INVESTMENT COUNSEL·PASADENA, CA
Benjamin Alan Posen
FELICITAS GLOBAL PARTNERS, LLC·PASADENA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)MENLO PARK (92)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile