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John Joseph Veth

Strategic Advisers LLC

Roseville, CA

Orangevale, 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

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Orangevale, 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
Jpmorgan Chase Bank, N.A. Citrus Heights CA 07/2021 07/2022
J.P. Morgan Securities Llc Citrus Heights CA 07/2021 07/2022
Out Of Bounds Brewing Company Folsom CA 05/2020 06/2021
Leatherby's Family Creamer Citrus Heights CA 03/2017 08/2019
California State University Chico CA 01/2019 12/2020
Unemployed Granite Bay CA 07/2011 02/2017
Northwestern Mutual Investment Services, Llc Sacramento CA 04/2019 07/2019
Fidelity Investments Roseville CA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 07/2022
    Jpmorgan Chase Bank, N.A.
    Citrus Heights, CA
  • 07/2021 → 07/2022
    J.P. Morgan Securities Llc
    Citrus Heights, CA
  • 05/2020 → 06/2021
    Out Of Bounds Brewing Company
    Folsom, CA
  • 03/2017 → 08/2019
    Leatherby's Family Creamer
    Citrus Heights, CA
  • 01/2019 → 12/2020
    California State University
    Chico, CA
  • 07/2011 → 02/2017
    Unemployed
    Granite Bay, CA
  • 04/2019 → 07/2019
    Northwestern Mutual Investment Services, Llc
    Sacramento, CA
  • 08/2022 → Present
    Fidelity Investments
    Roseville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-17
S63 Uniform Securities Agent State Law Examination 2021-11-15
  • S65 Uniform Investment Adviser Law Examination
    2023-11-17
  • S63 Uniform Securities Agent State Law Examination
    2021-11-15
Other Names
  • J.J. Veth
  • John Veth
  • John Joseph Veth

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC.
NORTHROCK PARTNERS, LLC

Other Investors

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Christopher Bruce Stephenson
Kristofer Louis Jones
DANIEL HAVEN FULLER
Zachary Ward Scholfield
JULIA RAMONA SHILES
EDWARD JOSEPH BUNTING
BRADLEY SCOTT SULLIVAN

Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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