John Gapen
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Dad's FavoritesSep 2021 to Apr 2022
- Saint Xavier High SchoolJun 2021 to Aug 2021
- Dad's FavoritesJan 2021 to Jun 2021
- Louisville Country ClubJul 2020 to Aug 2020
- Louisville Country ClubMay 2019 to Aug 2019
- Louisville Country ClubMar 2018 to Aug 2018
- Louisville Country ClubMay 2017 to Aug 2017
- Saint Margaret Mary ParrishNov 2015 to Mar 2018
- StudentAug 2012 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7605962
- Firm CRD
- 104555