John Tobin Kershner

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Charlotte, NC
• 11/2016 → 07/2019
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 07/2019 → 07/2020
  Ths National
  Charlotte, NC
• 07/2020 → 01/2021
  Grow Local
  Charlotte, NC
• 01/2021 → 01/2021
  Lindenthomas Company
  Charlotte, NC
• 04/2021 → Present
  Fidelity Investments
  Cornelius, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2008-09-23 → 2019-07-15
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2006-08-09 → 2007-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 2005-10-20 → 2006-06-07
  Morgan Stanley Dw Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2005-10-19

Other Names

• Toby Kershner
• John Tobin Woodruff Kershner
• John Tobin Woodruff Kershner