JB
JB

John Ballantyne

18 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 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.

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

Fee Structure

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

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Location

9800 Fredericksburg Road, 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 · 5 yrs 11 mos
USAA Investment Services CompanyBroker
June 2020 - Present · 5 yrs 11 mos
USAA Investment Services Company
January 2018 - Present · 8 yrs 4 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.