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John Patrick Flynn

Strategic Advisers LLC

Westlake, TX

Plano, TX

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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
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Plano, TX • 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
Axa Advisors, Llc New York City NJ 07/2013 02/2017
Usaa Financial Advisors, Inc. Addison TX 05/2017 06/2020
Usaa Financial Planning Services Addison TX 05/2017 06/2020
Unemployed Van Alstyne TX 02/2017 05/2017
Usaa Investment Management Company San Antonio TX 01/2018 06/2020
Fidelity Investments Westlake TX 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 02/2017
    Axa Advisors, Llc
    New York City, NJ
  • 05/2017 → 06/2020
    Usaa Financial Advisors, Inc.
    Addison, TX
  • 05/2017 → 06/2020
    Usaa Financial Planning Services
    Addison, TX
  • 02/2017 → 05/2017
    Unemployed
    Van Alstyne, TX
  • 01/2018 → 06/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 07/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-01-08 → 2020-06-22
    Usaa Investment Services Company
    San Antonio, TX
  • 2017-05-19 → 2018-01-08
    Usaa Financial Planning Services
    Addison, TX
  • 2015-03-20 → 2017-03-01
    Equitable Advisors, Llc
    Van Alstyne, TX
    Dallas, TX
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-18
S63 Uniform Securities Agent State Law Examination 2013-08-07
  • S65 Uniform Investment Adviser Law Examination
    2015-03-18
  • S63 Uniform Securities Agent State Law Examination
    2013-08-07
Other Names
  • Patrick Flynn
  • Patrick Flynn
  • John Patrick Flynn
  • John Flynn

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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