John L Shockey
Investment adviser representative at Strategic Asset Management LLC.
10 yearsExperience
1 stateRegistered in
$218.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Strategic Asset Management LLC.Apr 2026 to now
- Unemployed / RetiredDec 2025 to Mar 2026
- Independent Solutions Wealth Management, LLCFeb 2016 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Asset Management LLC.
$218.3MAssets managed
231Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4500774
- Firm CRD
- 306384