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John Andrew Ness

Strategic Advisers LLC

Tigard, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Portland, OR • 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
Ubs Financial Services Inc. Portland OR 11/2017 10/2023
Cmg Financial, Inc. Lake Oswego OR 10/2016 11/2017
Unemployed Spokane WA 06/2016 09/2016
Fidelity Investments Tigard OR 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 10/2023
    Ubs Financial Services Inc.
    Portland, OR
  • 10/2016 → 11/2017
    Cmg Financial, Inc.
    Lake Oswego, OR
  • 06/2016 → 09/2016
    Unemployed
    Spokane, WA
  • 10/2023 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
  • 2019-11-19 → 2023-10-16
    Ubs Financial Services Inc.
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-19
S63 Uniform Securities Agent State Law Examination 2019-08-09
  • S66 Uniform Combined State Law Examination
    2019-11-19
  • S63 Uniform Securities Agent State Law Examination
    2019-08-09
Other Names
  • Drew Ness
  • John Andrew Ness
  • J Drew Ness

View on SEC IAPD

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LETTIN WEALTH MANAGEMENT GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY
JOHN S. ROBERTS

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

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