John Foster

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

• 08/2018 → 03/2019
  E*Trade Securities Llc
  Alpharetta, GA
• 03/2017 → 05/2018
  Kelly Services
  Troy, MI
• 12/2016 → 02/2017
  Teletech Holdings
  Engleton, CO
• 09/2016 → 12/2016
  Unemployed
  N/A, GA
• 03/2016 → 09/2016
  Comcast Corporation
  Alpharetta, GA
• 03/2019 → 02/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 03/2020 → 06/2020
  Amazon
  Sandy Springs, GA
• 06/2020 → 09/2020
  Unemployed
  Sandy Springs, GA
• 09/2020 → 05/2021
  Pilot Catastrophe Services
  Mobile, AL
• 06/2020 → Present
  Fidelity Investments Inc
  Sandy Springs, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Stone Mountain, GA

Other Businesses

OBA-102678|OrgNmn:Uber Eats|Org Addr:Stone Moun,Georgia,US|OBA Nature:Food delivery|Invst Rel:N|Title:Independent Contractor|Duties:Delivery food to customers from restaurants|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-09-18
• S63 Uniform Securities Agent State Law Examination
  2018-09-24