John Andrew Jamieson

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

• 04/2016 → 10/2018
  Axa Advisors, Llc
  New York, NY
• 11/2018 → Present
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-12-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2016-09-16 → 2018-11-05
  Equitable Advisors, Llc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-06-26

Other Names

• Andy Jamieson
• John Andy Jamieson
• John Andrew Jamieson
• John Jamieson