JONATHAN LEE VANCE is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with VANCE FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VANCE FINANCIAL PLANNING, LLC | 2025-12-08 | present | Yes |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2023-09-26 | 2025-09-22 | — |
| MERCER GLOBAL ADVISORS INC. | 2023-06-12 | 2023-09-15 | — |