John J Ballantyne
Investment Adviser Representative at Deschutes Investment Consulting, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John J. Ballantyne is an investment adviser representative with Deschutes Investment Consulting, LLC in Bend, OR, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JPMorgan Chase Bank, N.A.Sep 2021 – Feb 2025Boise, ID
- J.P. Morgan Securities LLCSep 2021 – Feb 2025Boise, ID
- Wells FargoSep 2017 – Aug 2021Boise, ID
- Boise State UniversityAug 2012 – May 2018Boise, ID
- ZB Inc dba Zen BentoSep 2015 – Sep 2017Boise, ID
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 – Mar 2026Boise, ID
- Bank of America, N.A.Apr 2025 – Mar 2026Boise, ID
- Deschutes Investment Consulting, LLCMay 2026 – no end date reportedPortland, OR
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Deschutes Investment Consulting, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Workplace retirement solutions, financial planning, wealth management, investment management, portfolio management, retirement strategies, Social Security strategies, estate strategies, charitable giving and legacy planning, education strategies and college planning, risk management, extended care, cash flow analysis, life insurance, debt management, and financial education.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Portland, OR
- SEC file number:
- 801-72021
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at Deschutes Investment Consulting, LLC
7 other advisors in the directory
Similar advisors in Bend, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John J Ballantyne has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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