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John Bosley Maddison

Balentine

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About John Bosley Maddison

John Maddison is an investment advisor representative registered with the state of North Carolina. John is a Certified Financial Planner and Chartered Financial Analyst and has been working in the industry since 2014. John is currently registered with Balentine, LLC, which specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and pooled investment vehicles.

Firm Information

John Maddison is currently registered with Balentine. Balentine is an investment advisory firm based in Atlanta, GA, with a focus on providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, and state or municipal government entities. The firm also provides portfolio management for businesses and selection of other advisors. Balentine has approximately $4.7 billion in assets under management.
Balentine

3344 PEACHTREE ROAD NE

ATLANTA, GA 30326

$4.69B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Maddison’s Registration & Firm History

NC

03/18/2024 - Present

Balentine (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 07/02/2007

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Bosley Maddison.
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