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John Ross Ballantyne

Usaa Investment Services Co.

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About John Ross Ballantyne

John Ross Ballantyne is a financial advisor with over 13 years of experience in the industry. John is currently registered as a Registered Representative with USAA Investment Services Co. John is also a registered Investment Advisor Representative in Texas. John has previously been registered with USAA FINANCIAL ADVISORS, INC. and AXA ADVISORS, LLC. John holds the Series 7, Series 63, Series 65, and SIE licenses. John is a soccer coach for the Classics Elite Soccer Academy in San Antonio, TX.

Firm Information

John Ballantyne is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

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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referrals

Referrals

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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other

Referral fees pursuant to a referral agreement

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John Ballantyne’s Registration & Firm History

FL

01/08/2018 - Present

Usaa Investment Services Co. (TAMPA FL)

TX

03/10/2010 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

08/03/2007 - 01/29/2010

AXA ADVISORS, LLC (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 08/09/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Ross Ballantyne. Review regulatory record here.
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