John Maddison has been Partner (BP, LLC) of Balentine since January 2019, is a control person of the firm and directly owns under 5% of it. John Maddison holds an MBA from Kenan-Flagler Business School, University of North Carolina at Chapel Hill and a BA from the University of North Carolina at Chapel Hill.
Balentine LLC is an Atlanta, GA firm with $5.54B under management, 464 clients and 25 advisers across 2 offices, as of its August 2026 filing.
John Maddison is Head of Wealth Management and a Partner at Balentine. He joined the firm in 2014, after earlier entrepreneurial roles that included Gerson Lehrman Group and the founding team of Royal Bank of Canada's digital bank serving Canadians in the United States. He leads the firm's financial planning efforts for all clients.
Professional designations
Listed by Balentine
- CFA
- CFP®
Investment adviser representative registrations
John Maddison is registered as an investment adviser representative in North Carolina, since March 2024.
- North CarolinaSince 18 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 July 2007 |
- Name
- Uniform Combined State Law Examination
- Full name
- John Bosley Maddison
- CRD
- 5361678
- Firm
- Balentine · CRD 152511
- Role
- Partner (BP, LLC)
- Office
- 301 HILLSBOROUGH STREET, Raleigh, NC 27603
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- balentine.com
Where does John Maddison work?
John Maddison has been Partner (BP, LLC) of Balentine LLC since January 2019, and is a control person of the firm.
Is John Maddison a financial advisor?
Yes. John Maddison has a current investment-adviser registration in North Carolina, through Balentine since March 2024.
How many years of experience does John Maddison have?
John Maddison has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has John Maddison passed?
John Maddison passed the Series 66 in July 2007.
Where is John Maddison based?
John Maddison’s registered office is in Raleigh, NC.
Is John Maddison registered with FINRA?
No. John Maddison has no current broker registration.
Is John Maddison a CFP?
Balentine lists John Maddison with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is John Maddison a CFA charterholder?
Balentine lists John Maddison with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify John Maddison’s record?
Search CRD 5361678 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Maddison’s full registration record.