Advisors at this firm
John B
Series 63, Series 65
Irvine, CA
Vanguard Capital
John Blakezuniga is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Vanguard Capital Wealth Advisors, LLC since 2016 and previously worked with Vanguard Capital from 1999 to 2016. Outside of his advisory role, he is the sole owner of Clarity Consulting International LLC, providing consulting services related to payday lending and associated business activities. Vanguard Capital offers discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management strategies, and advisory services for assets beyond primary custodians, as well as non-securities advice on insurance and real estate.
Jean S
Series 63, Series 65
Irvine, CA
Vanguard Capital
Jean Suits is a financial advisor at Vanguard Capital with Series 63 and Series 65 credentials and 55 years of industry experience. She has worked with Vanguard Capital since 2010 and Vanguard Capital Wealth Advisors, LLC since 2016. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management through rebalancing and stop-loss orders, and advisory services for assets held outside the primary custodian.
Vincent P
Series 63
Hendersonville, TN
Vanguard Capital
Vincent Polivka is a financial advisor at Vanguard Capital with 36 years of industry experience. He holds a Series 63 designation and has worked with Vanguard Capital and Vanguard Capital Wealth Advisors since 1999. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations across equities, ETFs, mutual funds, and fixed income, tailored to client profiles, with risk management strategies such as periodic rebalancing and covered-call options for qualifying clients.
Julia Y
Series 63, Series 65
Irvine, CA
Vanguard Capital
Julia Youngblood is a financial advisor with Vanguard Capital, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Vanguard Capital since 1999, including her current role at Vanguard Capital Wealth Advisors since 2016. In addition to her advisory work, she serves as Chief Administrative Officer for Texas Capital, handling bookkeeping, banking, and contract signatory duties. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm implements investment decisions based on written client profiles, emphasizing diversification, risk management, and tailored allocation strategies.
John B
Series 63, Series 65
Irvine, CA
Vanguard Capital
John Borcich is a financial advisor at Vanguard Capital with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanguard Capital and its affiliated firms since 2009. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm implements investment decisions based on written client profiles and plans, emphasizing risk management through diversification, rebalancing, and selective use of covered-call strategies.