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John Ray Riddle

Jackson Creek Investment Advisors LLC

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About John Ray Riddle

John Riddle is an investment advisor representative with Jackson Creek Investment Advisors LLC in CASTLE ROCK, CO. John has been in the financial services industry for over 25 years and holds the Series 2, 63, and 65 licenses. John is a Chartered Financial Analyst and has experience providing financial planning, portfolio management for individuals, businesses and investment companies, and pension consulting.

Firm Information

John Riddle is currently registered with Jackson Creek Investment Advisors LLC. Jackson Creek Investment Advisors LLC is a Castle Rock, CO-based investment advisor that has been serving clients since 2015. The firm provides a range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, and investment companies, as well as other consulting services. The firm manages approximately $343,867,050 in assets for 133 clients, including high-net-worth individuals, corporations, charitable organizations, investment companies, and state and municipal governments.
Jackson Creek Investment Advisors LLC

115 WILCOX STREET

CASTLE ROCK, CO 80104

$343.87M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

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 Riddle’s Registration & Firm History

CO

05/27/2020 - Present

Jackson Creek Investment Advisors LLC (CASTLE ROCK CO)

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Licenses & Designations

IA

Issued 03/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Ray Riddle.
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