John Caden Munson

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

• 06/2021 → 05/2023
  Us Army
  Logan, UT
• 09/2021 → 05/2023
  Davis School District
  Clearfield, UT
• 01/2020 → 05/2023
  Weber State University
  Ogden, UT
• 12/2018 → 06/2022
  Lucky Slice
  Layton, UT
• 05/2020 → 09/2020
  Amazon
  Salt Lake City, UT
• 10/2017 → 02/2018
  Zumiez
  Layton, UT
• 05/2017 → 08/2017
  Bouncin Bins Party Rentals
  Millcreek, UT
• 10/2020 → 01/2021
  Nordstrom
  Syracuse, UT
• 01/2014 → 12/2016
  Legacy Junior High
  Layton, UT
• 01/2017 → 05/2019
  Clearfield High
  Clearfield, UT
• 05/2023 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-12-31
• S63 Uniform Securities Agent State Law Examination
  2023-08-21

Other Names

• John Caden Munson
• John Munson