Joshua Houghton

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

• 06/2022 → 03/2023
  Wells Fargo Clearing Services, Llc
  Lacey, WA
• 04/2018 → 03/2023
  Wells Fargo Bank, Na
  Lacey, WA
• 08/2017 → 06/2018
  Buffalo Wild Wings
  Olympia, WA
• 06/2012 → 07/2017
  Olive Garden
  West Des Moines, IA
• 08/2021 → 03/2023
  Door Dash Inc
  Olympia, WA
• 03/2019 → 11/2019
  Lyft
  Olympia, WA
• 03/2023 → Present
  Fidelity Investments
  Olympia, WA
• 07/2014 → 12/2016
  Kaplan University
  West Des Moines, IA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Olympia, WA
• 2022-11-11 → 2023-03-22
  Wells Fargo Clearing Services, Llc
  Lacey, WA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-10

Other Names

• Josh Houghton
• Joshua Houghton
• Joshua Alexander Houghton