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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
MO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Overland Park, KS • 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
Resources Investment Advisors, Inc. Overland Park KS 11/2015 06/2017
Triad Advisors, Inc. Norcross GA 02/2017 07/2017
Td Ameritrade Omaha NE 09/2017 12/2022
Charles Schwab And Co., Inc. Omaha NE 12/2022 06/2023
Fidelity Investments Chesterfield MO 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 06/2017
    Resources Investment Advisors, Inc.
    Overland Park, KS
  • 02/2017 → 07/2017
    Triad Advisors, Inc.
    Norcross, GA
  • 09/2017 → 12/2022
    Td Ameritrade
    Omaha, NE
  • 12/2022 → 06/2023
    Charles Schwab And Co., Inc.
    Omaha, NE
  • 09/2023 → Present
    Fidelity Investments
    Chesterfield, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chesterfield, MO
  • 2022-01-26 → 2023-06-27
    Tucson, AZ
  • 2017-10-25 → 2023-06-27
    Td Ameritrade Investment Management, Llc
    Scottsdale, AZ
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
  • 2017-10-25 → 2022-10-14
    Td Ameritrade, Inc.
    Tucson, AZ
    Scottsdale, AZ
  • 2015-11-20 → 2017-10-03
    Overland Park, KS
  • 2012-07-26 → 2015-08-05
    The Mutual Fund Store
    Overland Park, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-10-13
S65 Uniform Investment Adviser Law Examination 2012-06-20
  • S63 Uniform Securities Agent State Law Examination
    2017-10-13
  • S65 Uniform Investment Adviser Law Examination
    2012-06-20
Other Names
  • John W Davis
  • John Davis
  • John William Davis
  • Jd Davis

View on SEC IAPD

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