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John Caden Munson

Strategic Advisers LLC

Westlake, TX

Keller, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Keller, TX • 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
Us Army Logan UT 06/2021 05/2023
Davis School District Clearfield UT 09/2021 05/2023
Weber State University Ogden UT 01/2020 05/2023
Lucky Slice Layton UT 12/2018 06/2022
Amazon Salt Lake City UT 05/2020 09/2020
Zumiez Layton UT 10/2017 02/2018
Bouncin Bins Party Rentals Millcreek UT 05/2017 08/2017
Nordstrom Syracuse UT 10/2020 01/2021
Legacy Junior High Layton UT 01/2014 12/2016
Clearfield High Clearfield UT 01/2017 05/2019
Fidelity Investments Salt Lake City UT 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-31
S63 Uniform Securities Agent State Law Examination 2023-08-21
  • 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

View on SEC IAPD

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VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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