An Independent Firm
 
27200 Tourney Road
Suite 435
ValenciaCA 91355
Phone: 661-775-0950
Fax: 661-775-0956
Toll-Free: 888-775-0950
236 West Mountain Street
Suite 102
PasadenaCA 91103
Phone: 888-775-0950
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

About Us

At Vance Wealth Group we serve a select number of clients who understand the value of having a dedicated and trusted financial planning team to help them achieve their financial objectives. Our success is based on offering something others do not, a client experience that is unmatched in terms of communication, service and personalized advice.

From women and families to small business owners, we serve a wide range of successful individuals who require a comprehensive wealth management strategy. Let us help you start planning your financial future today.




Financial Advisor Image
John Vance
CFP® CDFA™
Financial Advisor
Branch Manager
Toll-Free: 888-775-0950

John is the founder of the Vance Wealth Group. He started his branch office with Raymond James Financial Services in 2003 at the age of 29. His success, with the help of his qualified staff, revolves around his ability to provide a plan-driven, not product-driven, brand of financial planning.

He is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and a CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA™). John specializes in working with individuals and families to help them address their financial concerns and achieve financial independence. He has extensive experience working with women who are recently widowed or divorced.

John is a Los Angeles native. He currently resides in Valencia and is the proud father of two beautiful daughters, Lauren and Kate. He enjoys playing golf, basketball, running, swimming, and occasionally competes in triathlons. John attended Santa Clara University and holds a Bachelor of Science in Finance with a Minor in Economics.

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Barbara Erickson
Client Service Manager

Barbara serves as our Client Service Manager. She initiates all account paperwork and manages all aspects of money movement. Barbara understands the complexities and unique needs of the client and is the go-to person for all of your account needs. She ensures that our clients have a smooth transition to our firm, while providing superior customer service through her dedication and commitment to excellence. Barbara is responsible for our marketing, education, and appreciation events.

Barbara has extensive Executive Administrative Assistant background and client service experience. Barbara is presently a Notary Public. She is an Altadena, California native, but currently lives in Valencia with her husband John and their four children; Chris, Jenn, Josh, and Jesse.

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Jerrod Ferguson
Financial Planner

Jerrod is our Financial Planner. He started as an intern in September 2008; while finishing up his Business Management degree at California State University Northridge. Jerrod has obtained the Series 7 and Series 66 licenses and has been working more closely with John and his clients. He also holds a Life and Health Insurance license from the California Department of Insurance. Jerrod is currently studying for his CERTIFIED FINANCIAL PLANNER practitioner (CFP®) license. 
 
Jerrod is responsible for all client "Wealth Management Dashboard" creation and keeps everything up-to-date in regards to their financial plan. Jerrod is responsible for the preparation and organization of due diligence for our monthly investment committee meetings and handles all trading activity.

Staying active is number one in Jerrod's life. Jerrod has recently competed in two Sprint Triathlons and sees more to come in his future. He also frequents his family's lake house in Lake Arrowhead where he enjoys snowboarding and wakeboarding.

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1

By the numbers*

  • Over 6,200 financial advisors
  • More than 2.5 million client accounts
  • Over 2,500 locations throughout the United States, Canada and overseas
  • Approximately $458 billion in total client assets

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 4/23/2014

1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2014 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.