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JO

John B. Onufreiczuk

VANGUARD MARKETING
PLANO, TX 75024
Some features on this profile are disabled
CRD#: 4320440
JO
John Boris OnufreiczukVANGUARD MARKETING

Professional summary

John Boris Onufreiczuk, who also goes by John B Onufreiczuk, John Onufreiczuk, is a registered financial professional currently at VANGUARD MARKETING CORPORATION located in Plano, Texas.

John is registered as a RR (Registered Representative) and started their career in finance in 2001. John has worked at 17 firms and has passed the Series 66, Series 63, Series 6TO, Series 79TO, SIE, Series 31, Series 7, Series 9, Series 10 and Series 24 exams.

Aliases

John B Onufreiczuk | John Onufreiczuk

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.
TIDE IN TEXAS POSITION: President of the alumni chapter NATURE: Promote The University of Alabama and connect alumni in North Texas via social events. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 224 Paul Bryant Dr, Tuscaloosa AL 35401, United States DESCRIPTION: President of local alumni chapter

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Boris Onufreiczuk'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

July 20, 2026 - Present

VANGUARD MARKETING CORPORATION

Office #1: 7900 Windrose Ave, Plano, TX 75024
BD
CRD#: 7452
PLANO, TX
Past

September 17, 2025 - June 27, 2026

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
Westlake, TX
Past

September 17, 2025 - June 27, 2026

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

June 12, 2023 - August 20, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
Frisco, TX
Past

June 12, 2023 - August 20, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
Frisco, TX
Past

November 23, 2022 - May 25, 2023

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

July 30, 2021 - September 8, 2022

BALEFIRE, LLC

RIA
CRD#: 168733
DALLAS, TX
Past

July 12, 2021 - July 12, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
DALLAS, TX
Past

July 12, 2021 - June 10, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
DALLAS, TX
Past

December 6, 2012 - June 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PLANO, TX
Past

December 6, 2012 - June 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PLANO, TX
Past

January 12, 2012 - November 23, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
LEWISVILLE, TX
Past

May 5, 2010 - November 23, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX
Past

December 1, 2009 - April 27, 2010

MILKIE/FERGUSON INVESTMENTS, INC.

RIA
CRD#: 17606
DALLAS, TX
Past

December 1, 2009 - April 27, 2010

MILKIE/FERGUSON INVESTMENTS, INC.

BD
CRD#: 17606
DALLAS, TX
Past

June 1, 2009 - December 1, 2009

MORGAN STANLEY

RIA
CRD#: 149777
DALLAS, TX
Past

June 1, 2009 - December 1, 2009

MORGAN STANLEY

BD
CRD#: 149777
DALLAS, TX
Past

August 21, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
DALLAS, TX
Past

August 21, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
DALLAS, TX
Past

June 14, 2007 - August 26, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
DALLAS, TX
Past

February 16, 2005 - June 5, 2007

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

November 18, 2003 - February 7, 2005

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

May 2, 2003 - November 19, 2003

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

April 29, 2002 - August 23, 2002

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

March 22, 2001 - April 24, 2002

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Texas
(7/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/4/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 9/29/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/6/2019
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/19/2019
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/1/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VM
VANGUARD MARKETING CORPORATION
VANGUARD BROKERAGE SERVICES | VANGUARD MARKETING CORPORATION

CRD#: 7452 / SEC#: , 8-21570

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
100 Vanguard Blvd, Malvern, PA 19355
Mailing Address
5951 Luckett Court Suite A1, El Paso, TX 79932-1882
Phone number
(610) 669-1000
Established
Pennsylvania since 04/21/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
THE VANGUARD GROUP, INC.PARENT COMPANY
BENDL, JOHN WESLEYDIRECTOR, SENIOR VICE PRESIDENT6931980
BISORDI, JOHNDIRECTOR, VICE PRESIDENT, GENERAL COUNSEL7526828
BOATENG, AMMA ACHEAMPOMAADIRECTOR, SENIOR VICE PRESIDENT4677078
BRANCATO, MATTHEW CLARKDIRECTOR, VICE PRESIDENT6220380
JAMES, JOHN MARKDIRECTOR, SENIOR VICE PRESIDENT5594356
KADJESKI, ANDREW MICHAELCHAIRMAN, PRESIDENT, DIRECTOR, CEO4708335
PANTALONE, SALVATORE L JRPRINCIPAL FINANCIAL OFFICER2887373
PETTY, DAVIDVICE PRESIDENT5684895
STEWART, MARC CHRISTOPHERCHIEF COMPLIANCE OFFICER2688699
TRETTER, MATTHEW ANTHONYPRINCIPAL OPERATIONS OFFICER5956530

Disclosures

Regulatory Event47
Arbitration8

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

VANGUARD MARKETING CORPORATION

CRD#: 7452Plano, TX 75024

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