John C. Burnside

BURNSIDE AND CO.

Oregon City, OR 97045

Some features on this profile are disabled

CRD#: 2427107

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christian Burnside'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 20, 2010 - Present

BURNSIDE AND CO.

Office #1: 1300 John Adams Street #103 #103, Oregon City, OR 97045

RIA

CRD#: 155293

Oregon City, OR

Past

October 27, 1999 - February 17, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

May 2, 1996 - July 9, 1999

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

January 28, 1995 - April 25, 1995

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 7, 1993 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

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

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

State Security Law Exam

IAR

Series 65

Date: 1/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/18/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/6/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/28/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/2/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

BURNSIDE AND CO.

BURNSIDE AND CO. | BURNSIDE CAPITAL MANAGEMENT, LLC

CRD#: 155293 / SEC#:

Oregon

Registered Investment Advisory firm - (12/20/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(888) 746-1453

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 30,000,000

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.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John C. Burnside

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

UBS FINANCIAL SERVICES INC.

KIDDER, PEABODY & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/1997

Series 63

Date: 1/18/1994

Series 7

Date: 12/6/1993

Series 10

Date: 11/28/2000

Series 9

Date: 10/2/2000

Current Firm

BURNSIDE AND CO.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BURNSIDE AND CO.

TRUST BUT VERIFY

Similar Advisors