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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Rubottom is a financial advisor with Cottonwood Capital Advisors in IRVING, TX. John has been in the financial services industry since 2003 and has a broad range of experience. John is a Certified Financial Planner and has earned the Series 31, Series 7, and SIE licenses. John has previously worked with Commonwealth Financial Network, Prospera Financial Services, Inc., and Morgan Stanley.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/29/2023 - Present
Cottonwood Capital Advisors (IRVING TX)
TX
01/14/2016 - 04/03/2023
COMMONWEALTH FINANCIAL NETWORK (Irving TX)
TX
03/28/2013 - 01/14/2016
PROSPERA FINANCIAL SERVICES, INC. (IRVING TX)
TX
06/01/2009 - 04/12/2013
MORGAN STANLEY (ARLINGTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ARLINGTON TX)
TX
07/30/2003 - 04/02/2007
MORGAN STANLEY DW INC. (ARLINGTON TX)
BOTH
Issued 09/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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