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John J Ballantyne

Deschutes Investment Consulting, LLC

Bend, OR

Portland, OR

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Current Employers
Deschutes Investment Consulting, Llc

200 Sw Market Street Suite 550, Portland, OR 97201 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-05-11
  • OR RA
    APPROVED
    Since 2026-05-11

Branch Locations

300 Sw Columbia Street, Suite 101, Bend, OR 97702 • United States

200 Sw Market Street Suite 550, Portland, OR 97201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Boise ID 09/2021 02/2025
J.P. Morgan Securities Llc Boise ID 09/2021 02/2025
Wells Fargo Boise ID 09/2017 08/2021
Boise State University Boise ID 08/2012 05/2018
Zb Inc Dba Zen Bento Boise ID 09/2015 09/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boise ID 02/2025 03/2026
Bank Of America, N.A. Boise ID 04/2025 03/2026
Deschutes Investment Consulting, Llc Portland OR 05/2026 Present
  • 09/2021 → 02/2025
    Jpmorgan Chase Bank, N.A.
    Boise, ID
  • 09/2021 → 02/2025
    J.P. Morgan Securities Llc
    Boise, ID
  • 09/2017 → 08/2021
    Wells Fargo
    Boise, ID
  • 08/2012 → 05/2018
    Boise State University
    Boise, ID
  • 09/2015 → 09/2017
    Zb Inc Dba Zen Bento
    Boise, ID
  • 02/2025 → 03/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boise, ID
  • 04/2025 → 03/2026
    Bank Of America, N.A.
    Boise, ID
  • 05/2026 → Present
    Deschutes Investment Consulting, Llc
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-25
S63 Uniform Securities Agent State Law Examination 2022-02-01
  • S66 Uniform Combined State Law Examination
    2025-04-25
  • S63 Uniform Securities Agent State Law Examination
    2022-02-01
Other Names
  • John Bellantyne
  • John Ballantyne

View on SEC IAPD

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CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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