John Ping Zhao

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

• 09/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 05/2021 → 09/2021
  Unemployed
  Nashua, NH
• 03/2021 → 05/2021
  Emory University
  Atlanta, GA
• 12/2020 → 01/2021
  Emory University
  Atlanta, GA
• 03/2020 → 08/2020
  Emory University
  Atlanta, GA
• 08/2019 → 05/2021
  Emory University
  Atlanta, GA
• 12/2018 → 08/2019
  Unemployed
  Nashua, NH
• 09/2018 → 12/2018
  Harvard University
  Boston, MA
• 11/2017 → 09/2018
  Unemployed
  Nashua, NH
• 09/2017 → 11/2017
  New Hampshire Oral And Maxillofacial Surgery
  Nashua, NH
• 05/2017 → 09/2017
  Unemployed
  Nashua, NH
• 09/2013 → 05/2017
  Northeastern University
  Boston, MA
• 04/2019 → 09/2021
  Prolific (Prolific Academic)
  Oxford
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

OBA-63230|OrgNmn:Prolific Academic Ltd|Org Addr:Oxford,,GB|OBA Nature:Academic research firm|Invst Rel:N|Title:Independent Contractor|Duties:None.|StrtDt:10-06-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-10-12
• S63 Uniform Securities Agent State Law Examination
  2022-02-04