JV
Jason B. Vanclef
MIRAMONTES CAPITAL
Los Angeles, CA 90045
Some features on this profile are disabled
CRD#: 5096529
JV
Professional summary
Jason Bryce Vanclef is a registered financial advisor currently at MIRAMONTES CAPITAL, LLC located in Los Angeles, California and AMERICAN TRUST INVESTMENT SERVICES, INC. located in Los Angeles, California.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 13 firms and has passed the Series 66, SIE, Series 7 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) 01/2004 - Present; Insurance Agent; sale of fixed life/health insurance and fixed annuities. Not investment related since this is insurance. Approx 5 hours devoted per week, activities may occur outside market hours. (2) 01/2004 - Present; Owner, President of Vanclef Financial Group; an insurance producing entity and dba for b/d and ria activities. Also receives book royalties through this firm for My Wealth Code book. 40-50 hours devoted per week;activities may occur during and outside of market hours. (3) 6/2012 - Present; Owner and Manager of Taddo Real Estate Holdings, LLC; I own real estate properties and collect the rent on them through direct deposit. Not investment related other than my personal real estate investment. Activity may occur during market hours, 2 hours devoted per month, no time during trading hours. (4) 06/2012 - Present; Owner and Managing Member of Sycamore Capital Holdings, LLC, a private holding company of assets and personal investments. Activity may occur during market hours, Investment related. Less than 1 hour per month. (5) 03/2013 - Present; Owner and Managing Member of I Kennington Protection, LLC. Investment related. Sole purpose for this LLC is to act as an asset protection company for personal investments I own, activity may occur during market hours. Less than 1 hour devoted per month. (6) 6/26/2016 - Present; Owner and Manager of Lighthouse RE Holdings, LLC. Real estate investment related. Sole purpose for this LLC is to act as an asset protection company for personal rental property I own. Activity may occur during market hours. Less than 1 hour devoted per month. (7) 01/02/2025 - to present, Miramontes Capital, LLC, IAR, investment related, approximately 40 hours per month during securities trading hours. (8) 09/15/2019 to present, Calgary VF, Inc., CEO, Holding company for various personal investments, investment related, activity may occur during market hours, approximately 1 hour per month. (9) 02/01/2021 to present, Uplands JV, Inc., CEO, Holding company for various personal investments, investment related, activity may occur during market hours, approximately 1 hour per month (9) 03/19/2012 to present, VFG ADVISORS INC. President, Former RIA, repurposed into SaaS gaming app developer, not investment related, , activity may occur during market hours, approximately 2 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Bryce Vanclef'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 14, 2025 - Present
MIRAMONTES CAPITAL, LLC
Office #1: 8107 Loyola Blvd, Los Angeles, CA 90045RIA
CRD#: 264786
Los Angeles, CA
Current
January 27, 2020 - Present
AMERICAN TRUST INVESTMENT SERVICES, INC.
Office #1: 8107 Loyola Blvd, Los Angeles, CA 90045BD
CRD#: 3001
Los Angeles, CA
Past
January 7, 2022 - January 30, 2025
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
RIA
CRD#: 123483
Los Angelos, CA
Past
November 26, 2018 - December 31, 2021
DELTA INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 149596
Los Angeles, CA
Past
October 10, 2017 - October 12, 2017
WESTPARK CAPITAL, INC.
RIA
CRD#: 39914
Los Angeles, CA
Past
October 9, 2017 - January 27, 2020
WESTPARK CAPITAL, INC.
BD
CRD#: 39914
Los Angeles, CA
Past
June 23, 2017 - October 3, 2017
CRESCENT SECURITIES GROUP, INC.
BD
CRD#: 114993
PLANO, TX
Past
April 6, 2017 - June 14, 2017
SGMA CAPITAL MARKETS LIMITED
BD
CRD#: 135327
Culver City, CA
Past
August 14, 2009 - November 13, 2017
VFG SECURITIES, INC.
BD
CRD#: 15121
CULVER CITY, CA
Past
July 21, 2009 - December 31, 2018
VFG ADVISORS, INC.
RIA
CRD#: 150370
LOS ANGELES, CA
Past
March 25, 2009 - October 7, 2009
MADISON AVENUE SECURITIES, LLC
RIA
CRD#: 23224
SANTA MONICA, CA
Past
February 8, 2007 - March 25, 2009
MADISON AVENUE ADVISORS, INC.
RIA
CRD#: 137461
SANTA MONICA, CA
Past
February 8, 2007 - October 7, 2009
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
SANTA MONICA, CA
Past
February 22, 2006 - February 8, 2007
SPC
RIA
CRD#: 110692
SANTA MONICA, CA
Past
February 15, 2006 - February 8, 2007
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
SANTA MONICA, CA
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".
MC
MIRAMONTES CAPITAL, LLC
BOYER & ASSOCIATES - STRATEGIC SOLUTIONS FOR WEALTH MANAGEMENT | VANCLEF FINANCIAL GROUP | PRIMARY ADVISORS | MIRAMONTES CAPITAL, LLC | MIRAMONTES CAPITAL , LLC
CRD#: 264786 / SEC#: 801-110012
RIA
Registered Investment Advisory firm - (3/2/2017 Approved)California
Registered Investment Advisory firm - (4/6/2017 Terminated)Texas
Registered Investment Advisory firm - (3/7/2017 Terminated)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
Arizona(4/1/2020)
RR
California(1/28/2020)
IAR
California(1/14/2025)
RR
Michigan(1/27/2020)
RR
Nevada(5/12/2020)
RR
New York(1/27/2020)
RR
North Carolina(6/16/2020)
RR
Oregon(11/12/2020)
RR
Tennessee(7/11/2025)
RR
Texas(6/11/2020)
RR
Virginia(3/13/2023)
RR
Washington(1/27/2020)
RR
Wisconsin(4/27/2021)
RR
Wyoming(10/23/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MC
MIRAMONTES CAPITAL, LLC
BOYER & ASSOCIATES - STRATEGIC SOLUTIONS FOR WEALTH MANAGEMENT | VANCLEF FINANCIAL GROUP | PRIMARY ADVISORS | MIRAMONTES CAPITAL, LLC | MIRAMONTES CAPITAL , LLC
CRD#: 264786 / SEC#: 801-110012
RIA
Registered Investment Advisory firm - (3/2/2017 Approved)California
Registered Investment Advisory firm - (4/6/2017 Terminated)Texas
Registered Investment Advisory firm - (3/7/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4701 Teller Ave, Newport Beach, CA 92660
Mailing Address
Phone number
+1 (800) 460-1595
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,245 |
| AUM (Assets Under Management) | $ 296,285,231 |
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.
