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Michelle Johnson

Strategic Advisers LLC

Carmel, IN

Noblesville, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612 • United States

Noblesville, IN • 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
Jpmorgan Distribution Services, Inc. Westerville OH 09/2014 10/2017
Jpm Investment Management Chicago IL 09/2014 11/2017
Jpm Institutional Investments Inc Chicago IL 11/2017 08/2020
Fidelity Investments Cincinnati OH 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 10/2017
    Jpmorgan Distribution Services, Inc.
    Westerville, OH
  • 09/2014 → 11/2017
    Jpm Investment Management
    Chicago, IL
  • 11/2017 → 08/2020
    Jpm Institutional Investments Inc
    Chicago, IL
  • 08/2020 → Present
    Fidelity Investments
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-30
S63 Uniform Securities Agent State Law Examination 2015-09-03
  • S66 Uniform Combined State Law Examination
    2020-10-30
  • S63 Uniform Securities Agent State Law Examination
    2015-09-03
Other Names
  • Michelle Christine Gross
  • Michelle C. Gross
  • Michelle Gross
  • Michelle C Gross
  • Michelle C Johnson

View on SEC IAPD

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WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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