John Steven Voralik
Professional Summary
John Steven Voralik, who also goes by John Steven Voralik, was a registered financial advisor. John was a previously registered financial professional and started their career in finance 2020 - 2025. John had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
John began his career in financial services with a national broker-dealer and joined Mercer Advisors in 2022. He is passionate about helping successful professionals, entrepreneurs, and families create, preserve, and grow their wealth. John focuses on investment management, tax mitigation, wealth transfer, and charitable giving. As a financial professional with an MBA from the UCLA Anderson School of Management, he also serves as Co-Trustee of the Voralik Family Trust and brings over 20 years of...
Other Aliases
John Steven Voralik
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | VANTAGE WEALTH | ROBERT OSHER INVESTMENT MANAGEMENT | ROBERT OSHER & COMPANY
Contact Information
Main Address
125 North Raymond Avenue Suite 309, Pasadena, CA 91103Phone Number
(626) 844-7184# of Employees
6Regulatory Assets Under Management
Total Number of Accounts
489AUM (Assets Under Management)
$683,785,861Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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