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John Benjamin Upcher

Strategic Advisers LLC

Larkspur, CA

Greenbrae, CA

San Rafael, 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 2025-04-10
TX RA APPROVED 2025-04-10
  • CA RA
    APPROVED
    Since 2025-04-10
  • TX RA
    APPROVED
    Since 2025-04-10

Branch Locations

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

Greenbrae, CA • United States

1000 4Th Street, San Rafael, CA 94901-3122 • 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
Unemployed Greenbrae CA 05/2024 09/2024
Cartelligent Sausalito CA 08/2011 05/2023
Lucid Motors Corte Madera CA 05/2023 05/2024
Fidelity Investments Larkspur CA 09/2024 Present
  • 05/2024 → 09/2024
    Unemployed
    Greenbrae, CA
  • 08/2011 → 05/2023
    Cartelligent
    Sausalito, CA
  • 05/2023 → 05/2024
    Lucid Motors
    Corte Madera, CA
  • 09/2024 → Present
    Fidelity Investments
    Larkspur, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28
Other Names
  • John B Upcher
  • Benjie Upcher
  • John Benjamin Upcher

View on SEC IAPD

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Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA
AMERICAN PACIFIC GROUP · LARKSPUR, CA

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