John Vento (CRD# 5926684) is an Investment Advisor Representative working at Avantax Advisory Services in Staten Island, NY and has over 12 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Staten Island, NY | Jul 2021 - Current | 3 |
| John J. Vento, Cpa, P.c. | Staten Island, NY | Sep 2017 - Current | 6 |
| Avantax Investment Services, Inc. | Staten Island, NY | Aug 2017 - Current | 6 |
| John J. Vento, Cpa | Staten Island, NY | Aug 2017 - Current | 6 |
| Pricewaterhouse Coopers, LLP | New York, NY | Aug 2015 - Jul 2017 | 1 |
| H.d. Vest Investment Services | Staten Island, NY | May 2011 - Sep 2015 | 4 |
| Bernie Wealth Consulting | Shelton, CT | Aug 2014 - Dec 2014 | < 1 |
| S3 Partners LLC | New York, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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