Best Investors Account Sign in

Michael Carleton Johns

Strategic Advisers LLC

Covington, KY

Blue Ash, OH

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Blue Ash, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington KY 08/2022 Present
Freelance Musician Cincinnati OH 04/2003 08/2022
Pnc Bank Cincinnati OH 07/2008 12/2020
Bluegrass Logistics Group, Llc Newport KY 01/2022 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Covington, KY
  • 04/2003 → 08/2022
    Freelance Musician
    Cincinnati, OH
  • 07/2008 → 12/2020
    Pnc Bank
    Cincinnati, OH
  • 01/2022 → 05/2022
    Bluegrass Logistics Group, Llc
    Newport, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-90379|OrgNmn:Freelance Musician|Org Addr:Blue Ash,Ohio,US|OBA Nature:I am a freelance musician. I p|Invst Rel:N|Title:Independent Contractor|Duties:Music Performance. |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-90381|OrgNmn:St. Columban Church|Org Addr:Loveland,Ohio,US|OBA Nature:Catholic Church|Invst Rel:N|Title:Church Musician|Duties:I perform music at church periodically. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
S63 Uniform Securities Agent State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2024-04-25
  • S63 Uniform Securities Agent State Law Examination
    2022-12-09
Other Names
  • Michael Carleton Johns
  • Mike Johns
  • Michael Johns

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor