Justin Clifford Larson

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

• 09/2014 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 09/2014 → 09/2020
  Bank Of America, N.A.
  Chandler, AZ
• 10/2020 → 12/2020
  Unemployed
  Gilbert, AZ
• 01/2021 → Present
  Fidelity Investments
  Phoenix, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Gilbert, AZ
• 2014-12-15 → 2020-10-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-12-13
• S63 Uniform Securities Agent State Law Examination
  1999-04-14

Other Names

• Justin C Larson
• Justin C Larson
• Justin Clifford Larson
• Justin Larson