Unclaimed Profile

John William Rubottom

COTTONWOOD VENTURES, LLC·IRVING, Texas

SIE, Series 7, Series 31, Series 66CFPClean record22 years registeredCOTTONWOOD VENTURES, LLC

105 DECKER COURT SUITE 730, IRVING, TX 75062CRD# 4576246Firm CRD# 322366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John William Rubottom · IRVING, TX

Registration

CRD #4576246 · COTTONWOOD VENTURES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ALONGSIDE, LLC

Apr 2026 – present

COTTONWOOD CAPITAL ADVISORS

Mar 2023 – present

COMMONWEALTH FINANCIAL NETWORK

Jan 2016 – Apr 2023

Irving, TX

PROSPERA FINANCIAL SERVICES, INC.

Mar 2013 – Jan 2016

IRVING, TX

MORGAN STANLEY

Jun 2009 – Apr 2013

ARLINGTON, TX

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

ARLINGTON, TX

MORGAN STANLEY

Sep 2003 – Apr 2007

ARLINGTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · September 5, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COTTONWOOD VENTURES, LLC

CRD 322366 · SEC 801-127478

AUM

$253M

Regulatory assets under management

Employees

196 client accounts

Services offered by COTTONWOOD VENTURES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COTTONWOOD VENTURES, LLC →

Introduction

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Frequently Asked Questions

What services does John William Rubottom offer?

John William Rubottom specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in IRVING, Texas for a consultation.

What are John William Rubottom's credentials?

John William Rubottom holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John William Rubottom located?

John William Rubottom is based in IRVING, Texas, working with COTTONWOOD VENTURES, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.

How does John William Rubottom charge for services?

John William Rubottom's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COTTONWOOD VENTURES, LLC?

COTTONWOOD VENTURES, LLC has approximately 4 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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