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John E. Hoffman

Strategic Advisers LLC

Bellevue, WA

Issaquah, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Issaquah, WA • 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
Fidelity Investments Merrimack NH 09/2009 03/2017
Charles Schwab & Co., Inc. Denver CO 05/2017 05/2019
Charles Schwab Bank Lone Tree CO 05/2017 05/2019
Strategic Advisers, Inc. Jacksonville FL 01/2011 03/2017
Fidelity Investments Jacksonville FL 08/2020 Present
Unemployed Ponte Vedra FL 06/2019 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2009 → 03/2017
    Fidelity Investments
    Merrimack, NH
  • 05/2017 → 05/2019
    Charles Schwab & Co., Inc.
    Denver, CO
  • 05/2017 → 05/2019
    Charles Schwab Bank
    Lone Tree, CO
  • 01/2011 → 03/2017
    Strategic Advisers, Inc.
    Jacksonville, FL
  • 08/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 06/2019 → 07/2020
    Unemployed
    Ponte Vedra, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-19
S63 Uniform Securities Agent State Law Examination 2009-12-07
  • S66 Uniform Combined State Law Examination
    2011-01-19
  • S63 Uniform Securities Agent State Law Examination
    2009-12-07
Other Names
  • John Ellsworth Hoffman
  • John Hoffman
  • John E Hoffman

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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