J Christopher Millburn

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

• 10/1993 → Present
  Fidelity Brokerage Services, Inc.
  Salt Lake City, UT
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Johnson City, TN
  Johnson City, TN
• 2012-03-19 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT
  American Fork, UT
  Salt Lake City, UT

Other Businesses

OBA-121887|OrgNmn:hurch of Jesus Christ of Latter Day Saints: Bishop's |Org Addr:Johnson Ci,Tennessee,US|OBA Nature:Local Unit/Congregation of the|Invst Rel:N|Title:Bishopric 1st Counselor |Duties:Purely spirtual/ecclesiastical assignment. Supporting local church leadership/administrative needs , counseling members and youth spiritual d|StrtDt:10-01-23|TotHrs/mon:12|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-03-15
• S63 Uniform Securities Agent State Law Examination
  1993-11-16

Other Names

• J C Millburn
• John Christopher Millburn