John Christopher Wackowski

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

• 05/2022 → 08/2022
  Wells Fargo Advisors
  Walnut Creek, CA
• 01/2017 → 03/2018
  Next Level Sports
  Concord, CA
• 05/2019 → 07/2019
  Doordash
  Lafayette, CA
• 12/2013 → 05/2023
  Full Time Student
  Lafayette, CA
• 05/2023 → 12/2023
  Unemployed
  Lafayette, CA
• 12/2023 → Present
  Fidelity Investments
  Chicago, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chicago, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-05-15

Other Names

• John Wackowski