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Courtney B. John

Strategic Advisers LLC

San Francisco, CA

Palo Alto, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-25
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-08-25
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Francisco, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Fidelity Investments Palo Alto CA 06/2021 Present
Unemployed Berkeley CA 05/2021 06/2021
University Of California, Berkeley Berkeley CA 08/2020 05/2021
Unemployed Berkeley CA 05/2020 08/2020
University Of California, Berkeley Berkeley CA 08/2019 05/2020
Marcus And Millichap San Francisco CA 01/2020 04/2020
Unemployed Berkeley CA 07/2019 08/2019
Study Abroad, Uc Berkeley Madrid 06/2019 07/2019
Unemployed Berkeley CA 05/2019 06/2019
University Of California, Berkeley Berkeley CA 08/2018 05/2019
Prodesse Corporation Granite Bay CA 05/2018 08/2018
University Of California, Berkeley Berkeley CA 08/2017 05/2018
Unemployed Granite Bay CA 05/2017 08/2017
Forest Lake Christian School Auburn CA 08/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Palo Alto, CA
  • 05/2021 → 06/2021
    Unemployed
    Berkeley, CA
  • 08/2020 → 05/2021
    University Of California, Berkeley
    Berkeley, CA
  • 05/2020 → 08/2020
    Unemployed
    Berkeley, CA
  • 08/2019 → 05/2020
    University Of California, Berkeley
    Berkeley, CA
  • 01/2020 → 04/2020
    Marcus And Millichap
    San Francisco, CA
  • 07/2019 → 08/2019
    Unemployed
    Berkeley, CA
  • 06/2019 → 07/2019
    Study Abroad, Uc Berkeley
    Madrid
  • 05/2019 → 06/2019
    Unemployed
    Berkeley, CA
  • 08/2018 → 05/2019
    University Of California, Berkeley
    Berkeley, CA
  • 05/2018 → 08/2018
    Prodesse Corporation
    Granite Bay, CA
  • 08/2017 → 05/2018
    University Of California, Berkeley
    Berkeley, CA
  • 05/2017 → 08/2017
    Unemployed
    Granite Bay, CA
  • 08/2016 → 05/2017
    Forest Lake Christian School
    Auburn, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-04
S63 Uniform Securities Agent State Law Examination 2021-12-06
  • S66 Uniform Combined State Law Examination
    2022-04-04
  • S63 Uniform Securities Agent State Law Examination
    2021-12-06
Other Names
  • Courtney Brooke John

View on SEC IAPD

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