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John J. Hoffman

Strategic Advisers LLC

Naples, FL

Naples, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-15
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2026-05-15
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Naples, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • 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 Covington KY 08/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → Present
    Fidelity Investments
    Covington, KY
  • 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
    Durham, NC
  • 2014-12-23 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-13
S63 Uniform Securities Agent State Law Examination 2013-11-07
  • S66 Uniform Combined State Law Examination
    2014-12-13
  • S63 Uniform Securities Agent State Law Examination
    2013-11-07
Other Names
  • John Hoffman
  • John Joseph Hoffman
  • John Joseph Hoffman
  • John Joseph Hoffman

View on SEC IAPD

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