Joshua Thomas Denton

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

• 06/2011 → 04/2019
  Wells Fargo Bank Na
  San Jose, CA
• 04/2019 → 12/2024
  Wells Fargo Clearing Services Llc
  San Jose, CA
• 12/2024 → Present
  Fidelity Investments
  San Jose, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Gilroy, CA
  San Jose, CA
• 2019-10-08 → 2024-11-12
  Wells Fargo Clearing Services, Llc
  San Jose, CA
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-10-08