John William Rubottom

Employer firm

Alongside, LLC CRD 333587

$879M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 03/2023
  Commonwealth Financial Network
  San Diego, CA
• 03/2023 → Present
  Cottonwood Capital
  Irving, TX
• 04/2026 → Present
  Alongside, Llc Dba Cottonwood Capital
  Irving, TX

Previous Registrations

• 2016-01-14 → 2023-04-03
  Commonwealth Financial Network
  Irving, TX
• 2013-03-28 → 2016-01-14
  Prospera Financial Services, Inc.
  Dallas, TX
  Irving, TX
• 2009-06-01 → 2013-04-12
  Morgan Stanley
  Arlington, TX
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Arlington, TX
• 2003-09-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Arlington, TX
  Arlington, TX

Other Businesses

1. Fixed insurance sales, as of 2015, 10% of time spent during business hours, conducted at branch, investment related. 2. Cottonwood Ventures, LLC, doing business as Cottonwood Capital Advisors, Co- owner and managing member a private entity created as the operating for securities, investment advisory, and insurance business, 10% of time spent during business hours, conducted at branch, investment related. Exempt Registered Advisor managing Special Purpose Vehicles and Private Funds less than $100MM in AUM. 3. Algodon Madera Partners, LLC, Co- owner and managing member of a private entity created for investing in real estate as rental properties and oil and gas investments, as of 06/07/2014, 1% of time spent during business hours, conducted at branch, investment related. 4. Webottom Assets LLC, co-owner with spouse and managing member of a private entity created for investing in real estate as rental properties and oil and gas investments, as of 04/29/2011, 5% of time spent during business hours, conducted at branch, investment related. 5. Cottonwood Capital Advisors, ERA; as Principal, Managing Member and General Partner to a private fund, under a special purpose vehicle ('SPV"). Investment related: Yes; Address: 105 Decker Court, Suite 730 Irving, TX 75062. Nature: responsibilities include sourcing opportunities, conducting due diligence, negotiating and monitoring investments, investor communications, and fund administration oversight. The SPV Funds will invest in oil & gas interests, real estate investments, and asset-back lending funds. Compensation may be received from the SPV Funds or their sponsor/manager, including management fees and carried interest. Start Date: 04/20/2026; hours devoted during business hours: 10, hours devoted outside business hours: 0.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-03

Designations

• Certified Financial Planner

Other Names

• John William Rubottom
• Jay Rubottom
• John Rubottom