John V. Blanchard

CAPITAL ANALYSTS

Braintree, MA 02184

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CRD#: 2496524

Professional summary

John Vincent Blanchard, who also goes by Jay Blanchard, is a registered financial advisor currently at CAPITAL ANALYSTS located in Braintree, Massachusetts and LINCOLN INVESTMENT located in Norwell, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. John has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Blanchard

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.

TRIPLE V, INC., DBA MARSHALL WEALTH MANAGEMENT POSITION: Sales and Service. NATURE: Life Insurance, LTC and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2017 ADDRESS: 52 Accord Park Drive, 3rd Floor, Norwell MA 02061, United States DESCRIPTION: Work with clients to find out their protection needs and use insurance products to satisfy those needs. Also service those accounts.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Vincent Blanchard's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 15, 2017 - Present

CAPITAL ANALYSTS

Office #1: 35 Braintree Hill Office Park Suite 204, Braintree, MA 02184

RIA

CRD#: 162200

Braintree, MA

Current

December 5, 2017 - Present

LINCOLN INVESTMENT

Office #1: 52 Accord Park Dr, Norwell, MA 02061

RIA

CRD#: 519

Norwell, MA

Past

October 18, 2016 - December 4, 2017

GWN SECURITIES INC.

RIA

CRD#: 128929

Winthrop, MA

Past

September 1, 2015 - December 4, 2017

GWN SECURITIES INC.

CRD#: 128929

Winthrop, MA

Past

March 17, 2015 - September 22, 2015

MARINER

RIA

CRD#: 151664

SO. EASTON, MA

Past

August 3, 2011 - September 11, 2015

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MARSHFIELD, MA

Past

June 18, 2010 - August 12, 2011

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

HINGHAM, MA

Past

May 7, 2010 - August 12, 2011

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

HINGHAM, MA

Past

December 14, 2005 - May 18, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

HINGHAM, MA

Past

January 10, 2005 - December 16, 2005

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

EAST PROVIDENCE, RI

Past

June 22, 2001 - December 31, 2004

EASTERN POINT ADVISORS INC.

RIA

CRD#: 107123

EAST PROVIDENCE, RI

Past

May 4, 2001 - December 16, 2005

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

June 17, 1999 - May 3, 2001

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

January 7, 1999 - January 29, 1999

NEW ENGLAND SECURITIES

CRD#: 615

Past

May 20, 1997 - December 31, 1998

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

November 3, 1994 - May 9, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 3, 1994 - May 9, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CAPITAL ANALYSTS

CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614

RIA

Registered Investment Advisory firm - (4/17/2012 Approved)

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.

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

Florida
(12/5/2017)

Maine
(8/29/2022)

Massachusetts
(12/5/2017)

IAR

Massachusetts
(12/15/2017)

New Hampshire
(12/5/2017)

West Virginia
(8/24/2023)

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

State Security Law Exam

IAR

Series 65

Date: 9/2/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CAPITAL ANALYSTS

CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614

RIA

Registered Investment Advisory firm - (4/17/2012 Approved)

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Contact information

Main Address

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232

Mailing Address

Phone number

(800) 242-1421

Established

Firm type

Fiscal year end

# of Employees

739

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPITAL ANALYSTS, LLC FORM ADV PART 2A BROCHURE (8/13/2025)

CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (8/13/2025)

Regulatory assets under management

Total Number of Accounts	26,578
AUM (Assets Under Management)	$ 8,713,202,466

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2024	Cover Page	Report
09/27/2023	Cover Page	Report
03/29/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

John V. Blanchard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Vincent Blanchard's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINCOLN INVESTMENT

GWN SECURITIES INC.

GWN SECURITIES INC.

MARINER

MSI FINANCIAL SERVICES, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESTORS CAPITAL CORP.

EASTERN POINT ADVISORS INC.

INVESTORS CAPITAL CORP.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CAPITAL ANALYSTS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/1999

Series 63

Date: 8/24/1994

SIE

Date: 10/1/2018

Series 7

Date: 11/2/1994

FINRA

Current Firm

CAPITAL ANALYSTS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPITAL ANALYSTS

TRUST BUT VERIFY

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