John Barnes

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Naples, FL • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Salt Lake City	UT	02/2015	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2015 → Present

Fidelity Brokerage Services Llc

Salt Lake City, UT
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

Naples, FL

Naples, FL
2015-04-14 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

Other Businesses

OBA-9727|OrgNmn:White Mountain Investments, LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Real Estate Investing through |Invst Rel:Y|Title:Co-Owner / Manager|Duties:I manage the finances of the business.|StrtDt:11-01-06|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-03

S66 Uniform Combined State Law Examination

2015-04-03

Designations

Other Names

John Preston Barnes
John P Barnes

View on SEC IAPD

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