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John M. Sorensen

Strategic Advisers LLC

Highland Heights, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Highland Heights, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Colonial Cafe Naperville IL 05/2018 08/2018
Avery Ymca Plainfield IL 05/2019 08/2019
Avery Ymca Plainfield IL 05/2020 08/2020
Kenosha Unified School District Kenosha WI 01/2021 06/2021
Unemployed Naperville IL 05/2017 08/2017
Carthage College Kenosha WI 08/2017 06/2021
Fidelity Investments Covington KY 06/2021 Present
Neuqua Valley High School Naperville IL 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 08/2018
    Colonial Cafe
    Naperville, IL
  • 05/2019 → 08/2019
    Avery Ymca
    Plainfield, IL
  • 05/2020 → 08/2020
    Avery Ymca
    Plainfield, IL
  • 01/2021 → 06/2021
    Kenosha Unified School District
    Kenosha, WI
  • 05/2017 → 08/2017
    Unemployed
    Naperville, IL
  • 08/2017 → 06/2021
    Carthage College
    Kenosha, WI
  • 06/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2013 → 05/2017
    Neuqua Valley High School
    Naperville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-64416|OrgNmn:Rocky Mountain Chocolate Factory |Org Addr:Naperville,Illinois,US|OBA Nature:Retail Chocolate shop |Invst Rel:N|Title:Employee|Duties:I will be washing dishes, sweeping the floor, and counting the registers|StrtDt:11-18-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-26
S63 Uniform Securities Agent State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2022-10-26
  • S63 Uniform Securities Agent State Law Examination
    2021-11-01
Other Names
  • John Marshall Francis Sorensen
  • Jack Sorensen
  • John Marshall Sorensen

View on SEC IAPD

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