Best Investors Account Sign in

Joshua R. Farmer

Strategic Advisers LLC

Evanston, IL

Chicago, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

808 Church St, Evanston, IL 60201-3770 • United States

Chicago, IL • 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
Best Buy Iowa City IA 10/2016 02/2017
University Of Iowa Iowa City IA 08/2013 05/2017
Midwest Financial Solutions, Llc Iowa City IA 05/2017 05/2020
Ameritas Investment Corp Lincoln NE 05/2017 05/2020
Ameritas Life Insurance Corp Lincoln NE 08/2017 05/2020
Hawkeye Brokerage Center, Inc. Iowa City IA 05/2017 05/2020
Fidelity Brokerage Services, Llc Highland Park IL 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 02/2017
    Best Buy
    Iowa City, IA
  • 08/2013 → 05/2017
    University Of Iowa
    Iowa City, IA
  • 05/2017 → 05/2020
    Midwest Financial Solutions, Llc
    Iowa City, IA
  • 05/2017 → 05/2020
    Ameritas Investment Corp
    Lincoln, NE
  • 08/2017 → 05/2020
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 05/2017 → 05/2020
    Hawkeye Brokerage Center, Inc.
    Iowa City, IA
  • 06/2020 → Present
    Fidelity Brokerage Services, Llc
    Highland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
  • 2017-08-16 → 2020-06-16
    Ameritas Investment Company, Llc
    Iowa City, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-11
  • S66 Uniform Combined State Law Examination
    2017-08-11
Other Names
  • Joshua Ray Farmer

View on SEC IAPD

Other Firms

ROMANO WEALTH MANAGEMENT
LFL ADVISERS, LLC
EVANSTON CAPITAL MANAGEMENT, LLC
SILVER OAK SERVICES PARTNERS,LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
SAVANT WEALTH MANAGEMENT
URBAN FINANCIAL ADVISORY CORPORATION
MAGNETAR ASSET MANAGEMENT LLC

Other Investors

SCOTT M MILLER
BRETT PATRICK LARSON
DEBORAH LEWIN CROSS
PETER HEMWALL
Valerie Romano Larson
Megan Naydenova
Kyle R Munson
ERIC ARTHUR BEDERMAN

Other Offices

ROMANO WEALTH MANAGEMENT · EVANSTON, IL
LFL ADVISERS, LLC · EVANSTON, IL
EVANSTON CAPITAL MANAGEMENT, LLC · EVANSTON, IL
SILVER OAK SERVICES PARTNERS,LLC · EVANSTON, IL
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · EVANSTON, IL
SAVANT WEALTH MANAGEMENT · Evanston, IL
URBAN FINANCIAL ADVISORY CORPORATION · EVANSTON, IL
MAGNETAR ASSET MANAGEMENT LLC · EVANSTON, IL

More in Evanston, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor