Devan Jo Savner

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

• 08/2023 → 10/2023
  Johnson County Community College
  Overland Park, KS
• 08/2014 → 08/2023
  Blue Valley School District (Usd #229)
  Overland Park, KS
• 08/2012 → 09/2023
  Self-Empoloyed
  Overland Park, KS
• 10/2023 → Present
  Fidelity Investments
  Overland Park, KS
• 05/2023 → 10/2023
  Homemaking - Stay At Home Mom
  Overland Park, KS
• 08/2018 → 12/2021
  Emporia State University
  Overland Park, KS
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Overland Park, KS

Other Businesses

OBA-109020|OrgNmn:Johnson County Community College|Org Addr:Overland P,Kansas,US|OBA Nature:Post-Secondary Education|Invst Rel:N|Title:Employee|Duties:Attend bi-annual meetings for adjunct professors; check emails; potentially teach mathematics courses during future semesters|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-03-08

Other Names

• Devan Jo Boeger