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JR

John C. Roslund

ROSLUND, JOHN CABELL
Meridian, ID
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CRD#: 1740781
JR

Professional summary


John Cabell Roslund, CFP®, who also goes by John Cabel Roslund, John Campbell Roslund, is a registered financial advisor currently at ROSLUND, JOHN CABELL located in Meridian, Idaho.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 9 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Cabel Roslund | John Campbell Roslund

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Roslund also provides tax preparation services, and expects to spend approximately 15% of his work week on these activities during the first quarter of the year.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Cabell Roslund's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1996

Experience


Current

January 24, 2017 - Present

ROSLUND, JOHN CABELL

RIA
CRD#: 112929
Meridian, ID
Past

January 1, 1999 - February 6, 2009

ROSLUND, JOHN CABELL

RIA
CRD#: 112929
SANTA CLARA, CA
Past

May 1, 1998 - December 6, 2001

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

January 14, 1997 - May 1, 1998

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

September 23, 1993 - January 27, 1997

AMERICAN INVESTORS COMPANY

BD
CRD#: 38
SAN RAMON, CA
Past

March 14, 1991 - September 9, 1993

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

October 27, 1988 - January 16, 1991

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

November 24, 1987 - October 12, 1988

CERTIFIED EQUITIES INCORPORATED

BD
CRD#: 15257
Past

October 13, 1987 - November 16, 1987

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

October 13, 1987 - November 17, 1987

AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.

BD
CRD#: 148

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/24/2017)
IAR
Idaho
(3/29/2019)
IAR
Texas
(4/27/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 6/16/1999
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RJ
ROSLUND, JOHN CABELL
JOHN C. ROSLUND | ROSLUND, JOHN CABELL - NO DBA USED | ROSLUND, JOHN CABELL | JOHN C. ROSLUND, REGISTERED INVESTMENT ADVISOR

CRD#: 112929 / SEC#:

California
Registered Investment Advisory firm - (1/1/1999 Approved)
Idaho
Registered Investment Advisory firm - (3/29/2019 Approved)
Texas
Registered Investment Advisory firm - (11/19/2025 Terminated)
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Contact information


Main Address
Meridian, ID
Mailing Address
Phone number
(408) 406-8131
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts89
AUM (Assets Under Management)$ 43,497,601

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROSLUND, JOHN CABELL

CRD#: 112929Meridian, ID

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