John Bivens has been President/Chief Compliance Officer of Latitude Advisors since January 2010, is a control person of the firm and directly owns under 5% of it.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
John Bivens’ longest registration is the current one, 16 years at Latitude Advisors since 2010. Before joining Latitude Advisors in 2010, John Bivens was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsYorkville, IL · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 9 yearsYorkville, IL · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
John Bivens is registered as an investment adviser representative in Illinois, since January 2010.
- IllinoisSince 8 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 June 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 February 1995 |
| Series 7 | General Securities Representative Examination | 10 February 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Stephen Bivens
- CRD
- 2587871
- Firm
- Latitude Advisors · CRD 151001
- Role
- President/Chief Compliance Officer
- Office
- Yorkville, IL
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does John Bivens work?
John Bivens has been President/Chief Compliance Officer of Latitude Advisors, LLC since January 2010, and is a control person of the firm.
Is John Bivens a financial advisor?
Yes. John Bivens has a current investment-adviser registration in Illinois, through Latitude Advisors since January 2010.
How many years of experience does John Bivens have?
John Bivens has 31 years in the financial industry, since September 1995, across 2 adviser firms.
What exams has John Bivens passed?
John Bivens has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in February 1995. FINRA credited John Bivens with the SIE, which began in October 2018.
Where did John Bivens work before Latitude Advisors?
Before Latitude Advisors, John Bivens was registered through Medallion Advisory Services, LLC, July 2000 to October 2009.
Where is John Bivens based?
John Bivens’ registered office is in Yorkville, IL.
Is John Bivens registered with FINRA?
Yes. John Bivens has a current broker registration, under CRD 2587871.
Source: FINRA BrokerCheck
How can I verify John Bivens’ record?
Search CRD 2587871 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Bivens’ full registration record.