John B. Vreeland

FAIRLEAD FINANCIAL ADVISORS

Larkspur, CA

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CRD#: 2242242

Professional summary

John Baylin Vreeland JR, CFP® is a registered financial advisor currently at FAIRLEAD FINANCIAL ADVISORS, LLC located in Larkspur, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 4 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 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) CURRENTLY OPERATE AS A REGISTERED INVESTMENT ADVISOR IN THE STATE OF CALIFORNIA DBA VREELAND FINANCIAL DESIGNS 113 REED BLVD MILL VALLEY, CA 94941-SOLE PROPRIETORSHIP. 2) HOLD A CALIFORNIA LIFE & HEALTH LICENSE #0A97938 THROUGH WHICH LIFE HEALTH DENTAL VISION DISABILITY AND LONG TERM CARE PRODUCTS ARE SOLD. LICENSE IS HELD UNDER MY NAME WITH NO DBA. 3) MANAGING MEMBER FARALLON INVESTMENT MANAGEMENT, LLC APPLICATION CURRENTLY BEING FILED AS A REGISTERED INVESTMENT ADVISOR WITH THE CALIFORNIA DEPT OF CORPORATIONS -CRD#128855

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Baylin Vreeland JR'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®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

November 18, 2003 - Present

FAIRLEAD FINANCIAL ADVISORS, LLC

RIA

CRD#: 128855

Larkspur, CA

Past

December 5, 2001 - July 22, 2005

FINANCIAL TELESIS INC

CRD#: 31012

SAN RAFAEL, CA

Past

September 13, 2000 - December 17, 2001

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

August 6, 1997 - September 5, 2000

FINANCIAL TELESIS INC

CRD#: 31012

SAN RAFAEL, CA

Past

July 20, 1992 - August 15, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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.

Highlighted states indicate IAR registrations

IAR

California
(11/18/2003)

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.

Exams

State Security Law Exam

Series 63

Date: 7/31/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/23/1996

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/10/1992

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/17/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/5/1999

General Securities Principal Examination

Current Firm

FAIRLEAD FINANCIAL ADVISORS, LLC

FAIRLEAD FINANCIAL ADVISORS, LLC | FARALLON INVESTMENT MANAGEMENT, LLC

CRD#: 128855 / SEC#:

California

Registered Investment Advisory firm - (11/18/2003 Approved)

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Contact information

Main Address

Larkspur, CA

Mailing Address

Phone number

(415) 381-6890

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 95,247,752

Red Flags

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John B. Vreeland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Baylin Vreeland JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL TELESIS INC

1ST GLOBAL CAPITAL CORP.

FINANCIAL TELESIS INC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/31/1992

Series 7

Date: 2/23/1996

Series 22

Date: 8/10/1992

Series 6

Date: 7/17/1992

Series 24

Date: 11/5/1999

Current Firm

FAIRLEAD FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAIRLEAD FINANCIAL ADVISORS, LLC

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