JB
John S. Blanc
INTERACTIVE FINANCIAL ADVISORS
Apple Valley, CA
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CRD#: 1077241
JB
Professional summary
John Stephen Blanc is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Apple Valley, California and FORTUNE FINANCIAL SERVICES, INC. located in Apple Valley, California.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. John has worked at 10 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NAME OF BUSINESS: FREEDOM TAX SERVICE; NATURE OF BUSINESS: TAX PREPARATION; LOCATION: 18231 HWY 18 #7, APPLE VALLEY, CA 92307; TITLE: OWNER; START DATE: 10/1984; APPROXIMATE NUMBER OF HOURS PER MONTH: SEASONAL - JANUARY TO APRIL 50-60 HOURS. APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: SEASONAL - JANUARY TO APRIL 4 HOURS.
2) NAME OF BUSINESS: FREEDOM FINANCIAL SERVICES; NATURE OF BUSINESS: INSURANCE & INVESTMENTS; LOCATION: 18231 HWY 18 #7, APPLE VALLEY, CA 92307; TITLE: OWNER; START DATE: 10/1984; APPROXIMATE NUMBER OF HOURS PER MONTH: 10; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN ONE HOUR.
3) NAME OF BUSINESS: INTERACTIVE FINANCIAL ADVISORS.; NATURE OF BUSINESS: INVESTMENT ADVISORY; LOCATION: 625 N. MICHIGAN AVE, SUITE 1710, CHICAGO, IL 60611; TITLE: INVESTMENT ADVISORY ADVISOR; START DATE: 01/2017; APPROXIMATE NUMBER OF HOURS PER MONTH: 160; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 8.
CRS (Client Relationship Summary) - RIA
Click below to view John Stephen Blanc's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 1, 2017 - Present
INTERACTIVE FINANCIAL ADVISORS
RIA
CRD#: 125117
Apple Valley, CA
Current
September 23, 2020 - Present
FORTUNE FINANCIAL SERVICES, INC.
BD
CRD#: 42150
Apple Valley, CA
Past
July 2, 2004 - September 23, 2020
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
APPLE VALLETY, CA
Past
June 7, 2000 - July 30, 2002
WALL STREET FINANCIAL GROUP, INC.
BD
CRD#: 35830
VICTOR, NY
Past
November 19, 1998 - June 2, 2000
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
FOUNTAIN HILLS, AZ
Past
April 29, 1997 - November 12, 1998
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
April 12, 1994 - December 11, 1996
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
July 12, 1993 - October 21, 1993
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
April 17, 1990 - June 21, 1993
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
August 18, 1989 - November 8, 1989
MARKETING ONE SECURITIES, INC.
BD
CRD#: 16611
PORTLAND, OR
Past
January 24, 1989 - September 7, 1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
January 24, 1989 - September 7, 1989
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
January 23, 1987 - December 19, 1988
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
Past
December 12, 1985 - February 3, 1987
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
Past
December 3, 1982 - August 24, 1984
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(1/1/2017)
RR
California(3/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
