JB
John S. Bivens
LATITUDE ADVISORS
YORKVILLE, IL
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CRD#: 2587871
JB
Professional summary
John Stephen Bivens, who also goes by John S Bivens, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Yorkville, Illinois and GWN SECURITIES INC. located in Yorkville, Illinois.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John S Bivens
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.
12/13/01 TO PRESENT - BIVENS & ASSOCIATES, INC. (SALES)HEALTH INSURANCE; COMPENSATED BY 5% COMMISSIONS. 01/2010 TO PRESENT - LATITUDE ADVISORS, LLC -IA REP - COMPENSATED VIA FEES - 20% LATITUDE ADVISORS, LLC POSITION: VICE PRESIDENT NATURE: REGISTERED INVESTMENT ADVISORY FIRM WITH SEC INVESTMENT RELATED: YES HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 01/10/2010 ADDRESS: 1089 STILLWATER COURT, YORKVILLE IL 60560 DESCRIPTION: ADMINISTRATIVE AND OPERATIONS OF RIA. LATITUDE FINANCIAL, LLC POSITION: VICE PRESIDENT NATURE: HOLDING COMPANY AND MARKETING COMPANY INVESTMENT RELATED: NO HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 01/10/2010 ADDRESS: 1089 STILLWATER COURT, YORKVILLE IL 60560 DESCRIPTION: RECRUITING OF FINANCIAL ADVISORS. BOX2 PACKAGING, LLC INVESTMENT RELATED: Is Not Investment Related, ADDRESS: 1905 Marketview Drive #150, , Yorkville, IL, 60560, United States, NATURE: Packaging Distributor, POSITION: Owner, START DATE: 8/1/2024, NUMBER OF HOURS: 15 hours per month, SECURITIES TRADING HOURS: 2 hours per month during trading hours DESCRIPTION: "BUSINESS IS A DISTRIBUTOR OF PACKAGING PRODUCTS. FRIEND MERGED BOX3 INTO ANOTHER BUSINESS AND CHANGED NAME TO BOX2 PACKAGING, LLC"
CRS (Client Relationship Summary) - RIA
Click below to view John Stephen Bivens'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 8, 2010 - Present
LATITUDE ADVISORS, LLC
RIA
CRD#: 151001
YORKVILLE, IL
Current
January 20, 2010 - Present
GWN SECURITIES INC.
RIA
BD
CRD#: 128929
YORKVILLE, IL
Past
July 26, 2000 - October 5, 2009
MEDALLION ADVISORY SERVICES, LLC
RIA
CRD#: 113788
YORKVILLE, IL
Past
January 4, 1999 - October 5, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
YORKVILLE, IL
Past
September 16, 1996 - December 31, 1998
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
KNOXVILLE, TN
Past
February 13, 1995 - May 31, 1996
HOCHMAN & BAKER SECURITIES, INC.
BD
CRD#: 19949
STAMFORD, CT
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".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 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.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
RR
Alaska(10/18/2022)
RR
California(1/4/2021)
RR
Florida(1/4/2021)
IAR
Illinois(1/8/2010)
RR
Illinois(1/20/2010)
RR
Kentucky(1/4/2021)
RR
Massachusetts(1/4/2021)
RR
Michigan(4/19/2017)
RR
Missouri(1/4/2021)
RR
Nebraska(8/8/2022)
RR
Nevada(1/4/2021)
RR
New Hampshire(10/13/2025)
RR
New York(1/4/2021)
RR
North Carolina(1/4/2021)
RR
Ohio(1/4/2021)
RR
Pennsylvania(1/4/2021)
RR
South Carolina(1/4/2021)
RR
Virginia(8/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
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Contact information
Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
