John Halbruner

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

• 09/2014 → 08/2018
  St Augustine Prep
  Richland, NJ
• 09/2018 → 05/2022
  Bryant University
  Smithfield, RI
• 09/2020 → 06/2021
  Hyland Design Group
  Ocean City, NJ
• 06/2022 → 11/2022
  Thrivent Investment Management Inc
  Nashville, TN
• 01/2023 → Present
  Fidelity Investments
  Nashville, TN
• 06/2019 → 08/2019
  Baseball Performance Center
  Pleasantville, NJ
• 06/2015 → 08/2018
  Tac Printing
  Seaville, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Nashville, TN
• 2022-08-02 → 2022-11-04
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2022-08-01

Other Names

• Jack Halbruner
• John Halbruner
• John Martin Halbruner