John Burton Rowoldt
Investment adviser representative at San Blas Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$218.9MFirm assets
Under 1 yearFirm in business
Are you John Burton Rowoldt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- San Blas Advisory, Inc.Apr 2025 to now
- San Blas SecuritiesApr 2025 to now
- Voya Financial AdvisorsSep 2023 to Apr 2025
- Robinhood Markets, IncJun 2022 to Sep 2023
- Robinhood Financial, LLCOct 2021 to Sep 2023
- U.S. Bancorp Investments, Inc.Jan 2019 to Oct 2021
- US BankJan 2019 to Oct 2021
- Bank of America, N.A.Jan 2018 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Jan 2019
- Spark5 Capital LLCNov 2016 to Nov 2017
- AXA Advisors, LLCAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
San Blas Advisory, Inc.
$218.9MAssets managed
665Clients
11Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2616896
- Firm CRD
- 296929