AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

John J. Ballantyne

DESCHUTES INVESTMENT CONSULTING
Bend, OR 97702
Some features on this profile are disabled
CRD#: 7457565
JB

Professional summary

John J Ballantyne, who also goes by John Ballantyne, John Bellantyne, is a registered financial advisor currently at DESCHUTES INVESTMENT CONSULTING, LLC located in Bend, Oregon.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Ballantyne | John Bellantyne

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) - RIA

Click below to view John J Ballantyne'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 11, 2026 - Present

DESCHUTES INVESTMENT CONSULTING, LLC

Office #1: 300 Sw Columbia Street, Suite 101, Bend, OR 97702
RIA
CRD#: 155312
Bend, OR
Past

April 28, 2025 - March 30, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CROWLEY, TX
Past

February 27, 2025 - March 30, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CROWLEY, TX
Past

January 7, 2022 - February 19, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BOISE, ID

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".
DI
DESCHUTES INVESTMENT CONSULTING, LLC
DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA
Registered Investment Advisory firm - (1/3/2011 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
Oregon
(5/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/25/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/1/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/7/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/2/2021
Securities Industry Essentials Examination

Current Firm

DI
DESCHUTES INVESTMENT CONSULTING, LLC
DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA
Registered Investment Advisory firm - (1/3/2011 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 Sw Market Street Suite 550, Portland, OR 97201
Mailing Address
Phone number
(503) 224-3700
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (4 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

DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INSTITUTIONS (2/26/2025)
DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INDIVIDUALS (2/26/2025)

Regulatory assets under management

Total Number of Accounts340
AUM (Assets Under Management)$ 2,474,201,625

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

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312Bend, OR 97702

TRUST BUT VERIFY

Monitor John Ballantyne

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul Jeremiah Toohey
Paul TooheyAdvisorCheck Check Mark
TCFG INVESTMENT ADVISORS, LLC
IAR
RR
Anaheim Hills, CA
TW
Thomas WilsonAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
PR
LONE TREE, CO
KC
Kenneth ChristieAdvisorCheck Check Mark
SPECTRUM WEALTH ADVISORY GROUP, LLC
IAR
RR
Granite Bay, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.