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John Michael Vance

VANCE WEALTH, INC.·SANTA CLARITA, California
SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFP23 years registeredVANCE WEALTH, INC.
26491 SUMMIT CIRCLE, SANTA CLARITA, CA 91350CRD# 3005006Firm CRD# 310162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Vance · SANTA CLARITA, CA
Registration
CRD #3005006 · VANCE WEALTH, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

VANCE WEALTH
Sep 2020 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Oct 2020
Santa Clarita, CA
RAYMOND JAMES FINANCIAL SERVICES
Feb 2003 – Jan 2009
SANTA CLARITA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · February 28, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

2012Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
VANCE WEALTH, INC.
CRD 310162 · SEC 801-119423
AUM
$671M
Regulatory assets under management
Employees
18
1,345 client accounts
Services offered by VANCE WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VANCE WEALTH, INC. →
Introduction

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05

Frequently Asked Questions

What services does John Michael Vance offer?
John Michael Vance specializes in Financial Planning, Investment Management. Contact their office in SANTA CLARITA, California for a consultation.
What are John Michael Vance's credentials?
John Michael Vance holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Michael Vance located?
John Michael Vance is based in SANTA CLARITA, California, working with VANCE WEALTH, INC.. Their office serves clients in the SANTA CLARITA metropolitan area and surrounding communities.
How does John Michael Vance charge for services?
John Michael Vance's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANCE WEALTH, INC.?
VANCE WEALTH, INC. has approximately 18 employees and manages $671M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VANCE WEALTH, INC.

Christopher Robert Pelch
SANTA CLARITA, CA

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