John Von Buren

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

• 03/2013 → 09/2022
  Keller Williams Realty-Sunset
  Beverly Hills, CA
• 09/2022 → 03/2023
  Ameriprise Financial Services
  Los Angeles, CA
• 09/2023 → 01/2024
  Pruco Securities Llc
  El Segundo, CA
• 03/2023 → 09/2023
  Unemployed
  La, CA
• 12/2023 → Present
  Fidelity Investments
  Long Beach, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Los Angeles, CA
• 2023-10-11 → 2024-01-11
  Pruco Securities, Llc.
  El Segundo, CA
• 2022-11-28 → 2023-02-28
  Ameriprise Financial Services, Llc
  Los Angeles, CA
• 2008-03-25 → 2008-09-03
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
• 2007-12-03 → 2008-02-01
  Edward Jones
  Los Angeles, CA
  St Louis, MO
• 2007-06-25 → 2007-12-05
  Morgan Stanley & Co. Llc
  Santa Monica, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-26

Other Names

• John P Buren
• John P Buren
• John Philip Von Buren
• John Philip Von Buren
• John Buren
• John Philip Vonburen
• John Von Buren