John Evans

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

• 11/2017 → 01/2019
  Td Ameritrade
  Saint Louis, MO
• 01/2017 → 11/2017
  The Cellular Connection
  Saint Louis, MO
• 02/2016 → 01/2017
  Applebees
  Arnold, MO
• 01/2019 → 07/2022
  Wells Fargo Clearing Services
  St. Louis, MO
• 08/2022 → 03/2023
  Citigroup
  O'FAllon, MO
• 03/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2022-08-31 → 2023-03-13
  Citigroup Global Markets Inc.
  O'FAllon, MO
  O'FAllon, MO
• 2019-03-01 → 2022-07-27
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-03-01
• S63 Uniform Securities Agent State Law Examination
  2018-05-03

Other Names

• Teddy Evans
• Ted Evans
• Ted Evans
• John Theodore Evans
• John Evans
• John T Evans
• John Theodore Evans