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JV

John Joseph Van Ermen

EXEMPLAR WEALTH ADVISORS
Oak Park, IL
·CRD# 1796264·38 years experience

Professional Summary

John Joseph Van Ermen, who also goes by John Joseph Vanermen, is a registered financial advisor currently at EXEMPLAR WEALTH ADVISORS, LLC located in Oak Park, Illinois and EXEMPLAR CAPITAL, LLC located in Boston, Massachusetts. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. John has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Joseph Vanermen

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

38 years in the financial services industry

Current & Past Employments

EXEMPLAR WEALTH ADVISORS, LLC·CRD# 322419
RIA
Oak Park, IL
July 7, 2026 - Present
EXEMPLAR CAPITAL, LLC·CRD# 155786
BD
265 Franklin Street Suite 1702, Boston, MA 02110
August 27, 2026 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Oak Park, IL
February 1, 2018 - April 21, 2025
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
Harbor Springs, MI
July 7, 2017 - April 21, 2025
INVEST FINANCIAL CORPORATION·CRD# 12984
RIA
Tampa, FL
January 5, 2015 - June 1, 2015
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Tampa, FL
May 16, 2011 - June 1, 2015
CETERA ADVISORS LLC·CRD# 10299
BD
El Segundo, CA
May 23, 2005 - March 17, 2008
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Windsor, CT
May 23, 2005 - March 17, 2008
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
May 23, 2005 - March 17, 2008
PORTFOLIO BROKERAGE SERVICES, INC.·CRD# 18554
BD
Chicago, IL
August 21, 2001 - May 3, 2005
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
May 1, 1989 - September 13, 1999
ROSE & COMPANY INVESTMENT BROKERS, INC.·CRD# 6132
BD
February 1, 1989 - May 2, 1989
STRONG INVESTMENTS, INC.·CRD# 15658
BD
February 8, 1988 - November 2, 1988

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Current Firm

EW
EXEMPLAR WEALTH ADVISORS, LLC

EXEMPLAR WEALTH ADVISORS, LLC

CRD#: 322419
Arizona
Registered Investment Advisory firm - Arizona (8/31/2022 Approved)
California
Registered Investment Advisory firm - California (10/10/2022 Approved)
Florida
Registered Investment Advisory firm - Florida (6/30/2023 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/19/2022 Approved)
New York
Registered Investment Advisory firm - New York (4/16/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/18/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (7/7/2022 Conditional Restricted)

Contact Information

Main Address

20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050

Phone Number

(602) 695-0210

# of Employees

3

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

JPM Consulting LLC Business is not investment related 709 N. East Ave, Oak Park, IL� 60302 Consulting business Owner Managing Director August 3, 2015 5-10, varies per month 0 Provide consulting advice including structuring wealth management platform and also hockey related advice

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Arizona
(7/30/2026)
RR
Arizona
(10/1/2026)
IAR
Illinois
(7/7/2026)
RR
Illinois
(8/28/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2018About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2014About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1988About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1988About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1988About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jan 2018About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Aug 1990
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Van Ermen's CRS (Customer Relationship Summary).

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