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JR

John R. Riddle

JACKSON CREEK INVESTMENT ADVISORS LLC
CASTLE ROCK, CO 80104
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CRD#: 2733584
JR

Professional summary


John Ray Riddle, who also goes by John Riddle, is a registered financial advisor currently at JACKSON CREEK INVESTMENT ADVISORS LLC located in Castle Rock, Colorado and BRAND ASSET MANAGEMENT GROUP, INC. located in Castle Rock, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Riddle

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.
JACKSON CREEK INVESTMENT ADVISORS, LLC, INVESTMENT RELATED, 115 WILCOX STREET, SUITE 220, CASTLE ROCK, CO 80104, IAR, JULY 2020, 100 HOURS PER MONTH, 25 TRADING HOURS PER MONTH.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Ray Riddle's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 27, 2020 - Present

JACKSON CREEK INVESTMENT ADVISORS LLC

Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104
RIA
CRD#: 309116
CASTLE ROCK, CO
Current

May 27, 2025 - Present

BRAND ASSET MANAGEMENT GROUP, INC.

Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104
RIA
CRD#: 106162
Castle Rock, CO
Past

March 26, 2004 - June 3, 2005

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

RIA
CRD#: 107296
CHICAGO, IL
Past

January 4, 2000 - March 30, 2004

CAPITAL WEST ASSET MANAGEMENT LLC

RIA
CRD#: 108750
GREENWOOD VILLAGE, CO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BRAND ASSET MANAGEMENT GROUP, INC.
BRAND ASSET MANAGEMENT GROUP, INC.
AMG BRAND RUSSELL INC | BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162 / SEC#: 801-41031

RIA
Registered Investment Advisory firm - (3/16/1992 Approved)

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
Colorado
(5/27/2020)
IAR
Texas
(5/27/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/27/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/27/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 3/26/1996
Non-Member General Securities Examination

Current Firm


BRAND ASSET MANAGEMENT GROUP, INC.
BRAND ASSET MANAGEMENT GROUP, INC.
AMG BRAND RUSSELL INC | BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162 / SEC#: 801-41031

RIA
Registered Investment Advisory firm - (3/16/1992 Approved)
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Contact information


Main Address
16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017
Mailing Address
Phone number
(636) 532-7333
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRAND ADV PART 2A 10-31-2025 (11/4/2025)

Regulatory assets under management


Total Number of Accounts1,606
AUM (Assets Under Management)$ 930,350,775

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/02/2025
Cover Page
02/26/2025
08/22/2023

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


BRAND ASSET MANAGEMENT GROUP, INC.

BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162Castle Rock, CO 80104

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