John W. Butler Jr
Professional Summary
John W. Butler JR, who also goes by John W. Butler, Jr., is a registered financial advisor currently at BIRCH LAKE PARTNERS, LP located in Chicago, Illinois. John is registered as a RR (Registered Representative) and started their career in finance in 2017. John has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John W. Butler, Jr.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
BIRCH LAKE PARTNERS, LP
Contact Information
Main Address
71 South Wacker Drive Suite 2425, Chicago, IL 60606Mailing Address
71 South Wacker Drive Suite 2425, Chicago, IL 60606Phone Number
(312) 973-1800Established
Delaware since 04/11/2016Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(4/5/2017)
(3/23/2017)
(7/2/2020)
(7/14/2020)
(3/24/2017)
(7/2/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Dec 2016About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view John W. Butler JR's CRS (Customer Relationship Summary).
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