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JR

John C. Riddle

BURCH & COMPANY,
Portland, OR
Some features on this profile are disabled
CRD#: 3119937
JR

Professional summary

John Chadley Riddle, who also goes by Chad Riddle, is a registered financial professional currently at BURCH & COMPANY, INC located in Portland, Oregon.

John is registered as a RR (Registered Representative) and started their career in finance in 1998. John has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Chad 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Chadley Riddle'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®
None

Experience

Current

May 4, 2021 - Present

BURCH & COMPANY, INC

BD
CRD#: 102280
Portland, OR
Past

September 21, 2017 - April 30, 2021

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
PORTLAND, OR
Past

April 19, 2010 - February 21, 2017

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
PORTLAND, OR
Past

April 30, 2002 - June 26, 2009

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
PORTLAND, OR
Past

June 4, 1999 - April 30, 2002

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

September 29, 1998 - May 20, 1999

BLACK & COMPANY, INC.

BD
CRD#: 95
PORTLAND, OR

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/14/2025)
RR
Illinois
(1/8/2026)
RR
Nevada
(4/24/2025)
RR
Oregon
(5/4/2021)
RR
Utah
(4/24/2025)
RR
Washington
(11/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/17/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/17/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

B&
BURCH & COMPANY, INC
BURCH & COMPANY, INC | BURCH & COMPANY, INC.

CRD#: 102280 / SEC#: , 8-52121

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Phone number
(816) 842-4660
Established
Missouri since 06/08/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BURCH, ANTON RANDALSHAREHOLDER720817
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374

Disclosures

Arbitration1

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

BURCH & COMPANY, INC

CRD#: 102280Portland, OR

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