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John Joseph Valverde

Strategic Advisers LLC

Highland Park, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Chicago, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc, Phoenix AZ 09/2018 06/2019
Allstate Glendale AZ 07/2018 08/2018
Northwestern Mutual Phoenix AZ 05/2017 08/2017
Arizona State University Tempe AZ 08/2014 08/2018
Fidelity Brokerage Services Llc Highland Park IL 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 06/2019
    Charles Schwab & Co., Inc,
    Phoenix, AZ
  • 07/2018 → 08/2018
    Allstate
    Glendale, AZ
  • 05/2017 → 08/2017
    Northwestern Mutual
    Phoenix, AZ
  • 08/2014 → 08/2018
    Arizona State University
    Tempe, AZ
  • 09/2019 → Present
    Fidelity Brokerage Services Llc
    Highland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-11
S63 Uniform Securities Agent State Law Examination 2018-11-09
  • S65 Uniform Investment Adviser Law Examination
    2021-09-11
  • S63 Uniform Securities Agent State Law Examination
    2018-11-09
Other Names
  • John Joseph Valverde
  • John Valverde

View on SEC IAPD

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BLAKE S SCIERA
HOWARD ROBERT KLIEGER
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BRADLEY CORDES
KAREN M FINERMAN

Other Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL

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