John Herman Oppenheimer

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

• 01/2024 → 11/2024
  Guardian Life Insurance Company
  Tampa, FL
• 03/2022 → 07/2022
  Forte By Chef Adrianne
  Miami, FL
• 07/2021 → 01/2022
  Men's Warehouse
  Tampa, FL
• 01/2021 → 06/2021
  Potbelly's
  Tallahassee, FL
• 06/2017 → 08/2019
  New York Yankees Organization
  Tampa, FL
• 08/2018 → 12/2018
  Vector Marketing
  Tampa, FL
• 04/2017 → 12/2017
  Pdq
  Tampa, FL
• 12/2021 → 01/2022
  Kate Ryan Rentals
  Tampa, FL
• 06/2023 → 08/2023
  Bench Craft Company
  Tampa, FL
• 08/2019 → 05/2024
  Florida International University
  Tampa, FL
• 08/2015 → 05/2019
  Jesuit High School
  Tampa, FL
• 09/2024 → 11/2024
  Park Avenue Securities Llc
  Tampa, FL
• 11/2024 → 03/2025
  Cfa Institute
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-10-23

Other Names

• John Herman Oppenheimer
• John Herman Oppenheimer
• John Herman Oppenheimer