John Schultz

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Fidelity Brokerage Services Llc
  Southlake, TX
• 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
  Kennesaw, GA
• 2013-10-15 → 2018-07-13
  Strategic Advisers Llc
  Albuquerque, NM
  Westlake, TX
  Albuquerque, NM
  Marietta, GA
• 2009-03-26 → 2009-12-10
  Edward Jones
  Ft Collins, CO
  St Louis, MO

Other Businesses

OBA-8414|OrgNmn:Equip The Nations Inc|Org Addr:Kennesaw,Georgia,US|OBA Nature:Raises money, helps the poor a|Invst Rel:N|Title:President|Duties:Ministry/Clerical/Preacher or similar. My duties will include raising money predominately on Sundays at churches.|StrtDt:09-20-17|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-03-13
• S63 Uniform Securities Agent State Law Examination
  2004-10-01

Other Names

• John David Schultz
• John Schultz
• John David Schultz
• John David Schultz
• John D Schultz