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January K. Johnson

Strategic Advisers LLC

South San Francisco, CA

Nye, MT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
MT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • MT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

340 Dna Way Room 341036 Fidelity, South San Francisco, CA 94080-4941 • United States

Nye, MT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Lone Tree CO 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → Present
    Fidelity Investments
    Lone Tree, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Nye, MT
    Simi Valley, CA
  • 2010-10-27 → 2018-07-13
    Strategic Advisers Llc
    Lone Tree, CO
    Cupertino, CA
    Los Altos, CA
    Mountain View, CA
  • 2009-06-10 → 2010-09-27
    Lpl Financial Llc
    Frisco, CO
  • 2008-01-03 → 2008-12-19
    Fifth Third Securities, Inc.
    Demotte, IN
    Rensselaer, IN
    St. John, IN
    Schererville, IN
    Crown Point, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-27
S63 Uniform Securities Agent State Law Examination 2001-07-13
  • S66 Uniform Combined State Law Examination
    2007-12-27
  • S63 Uniform Securities Agent State Law Examination
    2001-07-13
Other Names
  • January K Johnson
  • January Kathryne Johnson

View on SEC IAPD

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Other Investors

NED FRANCIS LUCIA
WILLIAM ANTHONY ROSSITTO
WILSON KWOK
CHRISTIAN BARRON LOPEZ
JOSE BANDOQUILLO NAVARRO
RANDY SHUWOON TAM
Isabella Hil-Won Tam
ROBERT NORMAN MOSES

Other Offices

BANYAN ALPHA INVESTMENT L.P. · SOUTH SAN FRANCISCO, CA
SAXON SECURITIES LLC · SAN FRANCISCO, CA
PREMISE VENTURE PARTNERS, LLC · SOUTH SAN FRANCISCO, CA
SPRUCE CAPITAL PARTNERS · SOUTH SAN FRANCISCO, CA
MENTA CAPITAL LLC · SOUTH SAN FRANCISCO, CA
SOUTH BAY PARTNERS LLC · SOUTH SAN FRANCISCO, CA
LPL FINANCIAL LLC · SOUTH SAN FRANCISCO, CA
WELLS FARGO CLEARING SERVICES, LLC · SOUTH SAN FRANCISCO, CA

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