Michael Ron Johnson

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

• 07/2021 → 09/2021
  North Ranch Body Craft
  Thousand Oaks, CA
• 09/2015 → 10/2019
  Geico
  Poway, CA
• 11/2019 → 06/2021
  Unemployed
  Simi Valley, CA
• 10/2021 → 02/2023
  J.P. Morgan Securities Llc
  Simi Valley, CA
• 10/2021 → 02/2023
  Jpm Chase Bank Na
  Simi Valley, CA
• 03/2023 → Present
  Fidelity Investments
  Thousand Oaks, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Thousand Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-06-08
• S63 Uniform Securities Agent State Law Examination
  2022-01-14

Other Names

• Michael Johnson
• Michael Ron Johnson