JB
JB

John Stephen Blanc

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

Apple Valley, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John owns Freedom Tax Service, a tax preparation business, dedicating about a quarter of his time to it during tax season. He also owns Freedom Financial Services, an insurance and investment business, spending a few hours per week on it, and works full-time as an investment advisory advisor for Interactive Financial Advisors.

Employment History
Current Registrations
Fortune Financial Services, INC.
September 2020 - Present · 5 yrs 5 mos
Fortune Financial Services, INC.Broker
September 2020 - Present · 5 yrs 5 mos
Interactive Financial Advisors
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Brooklight Place Securities, INC.Broker
July 2004 - September 2020 · 16 yrs 2 mos
Wall Street Financial Group, INC.Broker
June 2000 - July 2002 · 2 yrs 1 mo
Mtl Equity Products, INC.Broker
November 1998 - June 2000 · 1 yr 7 mos
Franklin Financial Services CorporationBroker
April 1997 - November 1998 · 1 yr 7 mos
Franklin Financial Services CorporationBroker
April 1994 - December 1996 · 2 yrs 8 mos
Pruco Securities CorporationBroker
July 1993 - October 1993 · 3 mos
Franklin Financial Services CorporationBroker
April 1990 - June 1993 · 3 yrs 2 mos
Marketing One Securities, INC.Broker
August 1989 - November 1989 · 3 mos
Pruco Securities CorporationBroker
January 1989 - September 1989 · 8 mos
The Prudential Insurance Company of AmericaBroker
January 1989 - September 1989 · 8 mos
Titan Capital CorporationBroker
January 1987 - December 1988 · 1 yr 11 mos
Franklin Financial Services CorporationBroker
December 1985 - February 1987 · 1 yr 2 mos
Metropolitan Life Insurance CompanyBroker
December 1982 - August 1984 · 1 yr 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Stephen Blanc - Financial Advisor | TrueAdvisor