John W. Saverance

BCA PRIVATE WEALTH

Greenville, SC 29607

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CRD#: 7724316

Professional summary

John William Saverance, who also goes by John Saverance, is a registered financial advisor currently at BCA PRIVATE WEALTH, INC. located in Greenville, South Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Saverance

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.

DoorDash - Door Dash Driver / Self-Employed, will terminate upon becoming register with Equitable Advisors, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Saverance'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

August 19, 2024 - Present

BCA PRIVATE WEALTH, INC.

Office #1: 15 Halton Green Way, Greenville, SC 29607

RIA

CRD#: 140913

Greenville, SC

Past

May 19, 2023 - August 15, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

GREENVILLE, SC

Past

May 15, 2023 - August 15, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

GREENVILLE, SC

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".

BCA PRIVATE WEALTH, INC.

BALLENTINE CAPITAL ADVISORS, INC. | BCA PRIVATE WEALTH, INC. | BALLENTINE FINANCIAL, INC. | BALLENTINE FINANCIAL SERVICES INC.

CRD#: 140913 / SEC#: 801-120268

RIA

Registered Investment Advisory firm - (2/5/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

South Carolina
(8/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/20/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/15/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/21/2023

Securities Industry Essentials Examination

Current Firm

BCA PRIVATE WEALTH, INC.

BALLENTINE CAPITAL ADVISORS, INC. | BCA PRIVATE WEALTH, INC. | BALLENTINE FINANCIAL, INC. | BALLENTINE FINANCIAL SERVICES INC.

CRD#: 140913 / SEC#: 801-120268

RIA

Registered Investment Advisory firm - (2/5/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2021 Terminated)

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Contact information

Main Address

15 Halton Green Way, Greenville, SC 29607

Mailing Address

Phone number

(864) 322-6046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BALLENTINE ADV PART 2A BROCHURE (5/20/2025)

Regulatory assets under management

Total Number of Accounts	1,267
AUM (Assets Under Management)	$ 262,273,904

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.

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John W. Saverance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Saverance's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCA PRIVATE WEALTH, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BCA PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/20/2023

Series 7TO

Date: 5/15/2023

SIE

Date: 2/21/2023

Current Firm

BCA PRIVATE WEALTH, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCA PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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