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JV

Jonathan L. Vance

VANCE FINANCIAL PLANNING
SPRINGFIELD, MO
Some features on this profile are disabled
CRD#: 7397598
JV

Professional summary

Jonathan Lee Vance, CFP®, who also goes by Jon Vance, is a registered financial advisor currently at VANCE FINANCIAL PLANNING located in Springfield, Missouri.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathan has worked at 4 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jon Vance

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lee Vance'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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

December 8, 2025 - Present

VANCE FINANCIAL PLANNING

RIA
CRD#: 339416
SPRINGFIELD, MO
Past

September 26, 2023 - September 22, 2025

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA
CRD#: 110905
Springfield, MO
Past

June 12, 2023 - September 15, 2023

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Springfield, MO
Past

March 10, 2022 - September 18, 2023

HEIM, YOUNG & ASSOCIATES, INC.

BD
CRD#: 38993
SPRINGFIELD, MO

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.

Highlighted states indicate IAR registrations

IAR
Missouri
(12/8/2025)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/5/2021
Securities Industry Essentials Examination

Current Firm

VF
VANCE FINANCIAL PLANNING
VANCE FINANCIAL PLANNING | VANCE FINANCIAL PLANNING, LLC

CRD#: 339416 / SEC#:

Missouri
Registered Investment Advisory firm - (12/8/2025 Approved)
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Contact information

Main Address
Springfield, MO
Mailing Address
Phone number
(417) 319-6880
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

VANCE FINANCIAL PLANNING

CRD#: 339416Springfield, MO

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