Vance Wealth

Vance Wealth (CRD# 310162) is a financial advisory firm headquartered in Santa Clarita, CA. They manage $506,042,352 in 1,118 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    1,118
    ACCOUNTS
  • Average Account Value
    $452,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, TX

Financial Advisors at Vance Wealth
Showing 1 - 8 of 8 top financial advisors.
1
Jerrod J. Ferguson
CRD#: 5588110
26491 Summit Circle, Santa Clarita, CA 91350

Jerrod Ferguson (CRD# 5588110) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 12 years of experience in the finance industry. Jerrod Ferguson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jason P. Lane
CRD#: 6093212
26491 Summit Circle, Santa Clarita, CA 91350

Jason Lane (CRD# 6093212) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 9 years of experience in the finance industry.

3
Christopher R. Pelch
CRD#: 6106079
26491 Summit Circle, Santa Clarita, CA 91350

Christopher Pelch (CRD# 6106079) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 9 years of experience in the finance industry.

4
Tyler S. Tilton
CRD#: 6638793
26491 Summit Circle, Santa Clarita, CA 91350

Tyler Tilton (CRD# 6638793) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 5 years of experience in the finance industry. Tyler Tilton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John M. Vance
CRD#: 3005006
26491 Summit Circle, Santa Clarita, CA 91350

John Vance (CRD# 3005006) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 24 years of experience in the finance industry. John Vance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jamil M. Abdullah
CRD#: 6101534
26491 Summit Circle, Santa Clarita, CA 91350

Jamil Abdullah (CRD# 6101534) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 9 years of experience in the finance industry. Jamil Abdullah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Patricia J. Handy
CRD#: 1939269
26491 Summit Circle, Santa Clarita, CA 91350

Patricia Handy (CRD# 1939269) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 10 years of experience in the finance industry.

8
Niall B. Shaffery
CRD#: 6962112
26491 Summit Circle, Santa Clarita, CA 91350

Niall Shaffery (CRD# 6962112) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.

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