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JB

John Christian Burnside

AIF®
BURNSIDE AND CO.
OREGON CITY, OR
·CRD# 2427107·32 years experience

Professional Summary

John Christian Burnside, AIF® is a registered financial advisor currently at BURNSIDE AND CO. located in Oregon City, Oregon. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

32 years in the financial services industry

Current & Past Employments

BURNSIDE AND CO.·CRD# 155293
RIA
1300 John Adams Street #103 #103, Oregon City, OR 97045
December 20, 2010 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
October 27, 1999 - February 17, 2004
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
May 2, 1996 - July 9, 1999
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
January 28, 1995 - April 25, 1995
KIDDER, PEABODY & CO. INCORPORATED·CRD# 7613
BD
New York, NY
December 7, 1993 - January 28, 1995

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Current Firm

BA
BURNSIDE AND CO.

BURNSIDE AND CO. | BURNSIDE CAPITAL MANAGEMENT, LLC

CRD#: 155293
Oregon
Registered Investment Advisory firm - Oregon (12/20/2010 Approved)

Contact Information

Main Address

1300 John Adams Street #103 #103, Oregon City, OR 97045

Phone Number

(503) 210-5257

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

100

AUM (Assets Under Management)

$39,163,123

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

INVESTMENT COMMITTEE ARCHDIOCESE OF PORTLAND VOLUNTEER POSITION ASSIST IN MAKING ASSET ALLOCATION AND INVESTMENT MANAGER SELECTIONS FOR THE ARCHDIOCESE'S INVESTABLE ASSETS. 4 HOURS EVERY THREE MONTHS SITE COUNCIL SCOUTERS MOUNTAIN ELEMENTARY PARENT REPRESENTATIVE THE SCHOOL SITE COUNCIL IS A GROUP OF TEACHERS, PARENTS, CLASSIFIED EMPLOYEES THAT WORKS WITH THE PRINCIPAL TO DEVELOP, REVIEW AND EVALUATE SCHOOL IMPROVEMENT PROGRAMS. 1 HOUR EVERY MONTH

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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.
IAR
Oregon
(12/20/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1994About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Dec 1993About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Nov 2000About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Oct 2000About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Christian Burnside's CRS (Customer Relationship Summary).

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