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Travis Johnson

Strategic Advisers LLC

Winter Park, FL

Orlando, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

Orlando, FL • 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 Brokerage Services Llc Jacksonville FL 04/2017 06/2019
Target Corporation Jacksonville FL 05/2011 04/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 09/2019 04/2020
Bank Of America, N.A. Orlando FL 12/2019 04/2020
Fidelity Brokerage Services Llc Orlando FL 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 06/2019
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 05/2011 → 04/2017
    Target Corporation
    Jacksonville, FL
  • 09/2019 → 04/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Orlando, FL
  • 12/2019 → 04/2020
    Bank Of America, N.A.
    Orlando, FL
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-31
S63 Uniform Securities Agent State Law Examination 2017-05-24
  • S66 Uniform Combined State Law Examination
    2019-10-31
  • S63 Uniform Securities Agent State Law Examination
    2017-05-24
Other Names
  • Travis Edward Johnson
  • Travis Johnson

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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