John J Ballantyne
Investment adviser representative at Deschutes Investment Consulting, LLC
14 yearsExperience
1 stateRegistered in
$2.9BFirm assets
15 yearsFirm in business
Are you John J Ballantyne? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Deschutes Investment Consulting, LLCMay 2026 to now
- Bank of America, N.A.Apr 2025 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 to Mar 2026
- J.P. Morgan Securities LLCSep 2021 to Feb 2025
- JPMorgan Chase Bank, N.A.Sep 2021 to Feb 2025
- Wells FargoSep 2017 to Aug 2021
- Zb Inc dba Zen BentoSep 2015 to Sep 2017
- Boise State UniversityAug 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Deschutes Investment Consulting, LLC
$2.9BAssets managed
493Clients
8Advisers
15 yearsIn 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
- 7457565
- Firm CRD
- 155312