JB
JB

John Brunk

37 Years of Experience
The Dalles, OR
Broker

John Brunk is a registered investment advisor, based in The Dalles, OR, with 37 years of industry experience.

Location

316 E. 3rd Street, The Dalles, OR, 97058

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

John is a senior wealth advisor at Columbia Wealth Advisors and a registered representative at Umpqua Bank, both since March 2023. Each role takes about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - October 2023 · 9 yrs 9 mos
Cetera Investment Services LLC
July 1998 - January 2014 · 15 yrs 6 mos
Cetera Investment Services LLCBroker
July 1997 - October 2023 · 26 yrs 3 mos
Metlife Securities INC.Broker
July 1988 - December 1996 · 8 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
July 1988 - December 1996 · 8 yrs 5 mos
State Registrations21 states
AKAZCACOFLGAHIIDILKSKYMOMTNVOHOKORRITNWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Brunk - Financial Advisor | TrueAdvisor