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Quincy Johnson

Strategic Advisers LLC

Mission Viejo, CA

Westlake, TX

Mission Viejo, CA

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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
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Mission Viejo, CA • 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
Edward Jones St Louis MO 01/2021 01/2023
Better Mortgage Irvine CA 03/2020 12/2020
Unemployed Mission Viejo CA 01/2020 03/2020
Renewal By Andersen Laguna Hills CA 09/2019 12/2019
Sleep Number Irvine CA 05/2018 09/2019
Unemployed Mission Viejo CA 04/2018 06/2018
Summit Funding-Peoples Home Equity San Juan Capistrano CA 01/2017 04/2018
Sleep Number Mission Viejo CA 06/2014 12/2016
Fidelity Investments Westlake TX 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 01/2023
    Edward Jones
    St Louis, MO
  • 03/2020 → 12/2020
    Better Mortgage
    Irvine, CA
  • 01/2020 → 03/2020
    Unemployed
    Mission Viejo, CA
  • 09/2019 → 12/2019
    Renewal By Andersen
    Laguna Hills, CA
  • 05/2018 → 09/2019
    Sleep Number
    Irvine, CA
  • 04/2018 → 06/2018
    Unemployed
    Mission Viejo, CA
  • 01/2017 → 04/2018
    Summit Funding-Peoples Home Equity
    San Juan Capistrano, CA
  • 06/2014 → 12/2016
    Sleep Number
    Mission Viejo, CA
  • 01/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2021-05-03 → 2021-09-08
    Edward Jones
    San Juan Capistrano, CA
    Mission Viejo, CA
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-30
  • S66 Uniform Combined State Law Examination
    2021-04-30

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
POINT WEST ASSET MANAGEMENT LLC

Other Investors

Brian Tracy Lam
Robert Joseph Brown
STEVEN DAVID SHIELDS
Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
WILLIAM RONALD EDDE

Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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