JB
JB

John Ballantyne

19 Years of Experience
San Antonio, TX
1 DisclosureBroker

John Ballantyne is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 19 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.

Compensation
N/A
Firm Size
105 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10750 W. I-10, San Antonio, TX, 78288

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History

Regulatory History (1)
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Criminal
July 2014
Final Disposition
Other Business Activities

John is a soccer coach for Classic Elite Soccer Club or SA City Soccer Club since November 2024. This activity takes about 60 hours a month and is not investment-related.

Employment History
Current Registrations
USAA Investment Services Company
June 2020 - Present · 6 yrs 4 mos
USAA Investment Services CompanyBroker
June 2020 - Present · 6 yrs 4 mos
USAA Investment Services Company
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
USAA Financial Planning Services
August 2010 - January 2018 · 7 yrs 5 mos
USAA Financial Advisors, INC.Broker
March 2010 - June 2020 · 10 yrs 3 mos
AXA Advisors, LLCBroker
August 2007 - January 2010 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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