Courtney B. John
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- UnemployedMay 2021 to Jun 2021
- University of California, BerkeleyAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Marcus and MillichapJan 2020 to Apr 2020
- University of California, BerkeleyAug 2019 to May 2020
- UnemployedJul 2019 to Aug 2019
- Study Abroad, Uc BerkeleyJun 2019 to Jul 2019
- UnemployedMay 2019 to Jun 2019
- University of California, BerkeleyAug 2018 to May 2019
- Prodesse CorporationMay 2018 to Aug 2018
- University of California, BerkeleyAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- Forest Lake Christian SchoolAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7415761
- Firm CRD
- 104555