John Razon

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Long Beach, CA • 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

Organization	City	State	From	To
Wells Fargo Advisors	Long Beach	CA	09/2016	10/2018
Wells Fargo Advisors	Long Beach	CA	10/2018	05/2021
Barnes & Noble, Inc.	Long Beach	CA	09/2019	05/2021
Fidelity Investments	Salt Lake City	UT	05/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2016 → 10/2018

Wells Fargo Advisors

Long Beach, CA
10/2018 → 05/2021

Wells Fargo Advisors

Long Beach, CA
09/2019 → 05/2021

Barnes & Noble, Inc.

Long Beach, CA
05/2021 → Present

Fidelity Investments

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT
2018-10-09 → 2021-05-17

Wells Fargo Clearing Services, Llc

Long Beach, CA

Anaheim, CA

Other Businesses

OBA-124510|OrgNmn:Lyft|Org Addr:Long Beach,California,US|OBA Nature:Social Rideshare Platform|Invst Rel:N|Title:Independent Contractor|Duties:provide luxury rideshare service|StrtDt:10-27-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-08

S66 Uniform Combined State Law Examination

2018-10-08

Other Names

Jack Razon

View on SEC IAPD

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