John Rowe

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

• 05/2019 → 08/2019
  Unemployed
  Richmond, VA
• 05/2022 → 08/2022
  Blue Ridge Bank
  Richmond, VA
• 08/2020 → 05/2021
  James Madison University
  Harrisonburg, VA
• 05/2023 → 07/2023
  Unemployed
  Richmond, VA
• 07/2020 → 08/2020
  Instacart
  Richmond, VA
• 08/2021 → 05/2023
  University Recreation Center - James Madison University
  Harrisonburg, VA
• 07/2023 → 03/2026
  Costar Group
  Richmond, VA
• 08/2019 → 07/2020
  James Madison University
  Harrisonburg, VA
• 08/2015 → 05/2019
  Collegiate School (High School)
  Richmond, VA
• 05/2021 → 08/2021
  Toast New American Gastropub
  Richmond, VA
• 03/2026 → Present
  Fidelity Investments
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-07-17

Other Names

• John Rowe
• Jack Rowe
• John Barbour Rowe