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John Charles Birkett

Strategic Advisers LLC

Los Gatos, CA

Santa Clara, 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

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States

Santa Clara, 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
Fidelity Los Gatos CA 06/2021 Present
Charles Schwab Novato CA 06/2019 06/2021
University Of Oregon Eugene OR 09/2014 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity
    Los Gatos, CA
  • 06/2019 → 06/2021
    Charles Schwab
    Novato, CA
  • 09/2014 → 06/2019
    University Of Oregon
    Eugene, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Gatos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2022-02-07
Other Names
  • John Charles Coronel Birkett

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
REACT INVESTMENT SOLUTIONS, LLC
LEGACY CAPITAL GROUP CALIFORNIA, INC.
INTEGRITY ALLIANCE, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC
MAINSTREET FINANCIAL PLANNING, INC.

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA
MAINSTREET FINANCIAL PLANNING, INC. · LOS GATOS, CA

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