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Christopher J Johnson

Strategic Advisers LLC

Houston, TX

Houston, TX

CRD 3222630

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4410 Westheimer Rd Ste B-100, Houston, TX 77027-4837 • United States

Houston, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Strategic Advisers Overland Park KS 08/2002 Present
Fidelity Investments Overland Park KS 08/2002 Present
Strategic Advisers Overland Park KS 08/2002 Present
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 08/2002 → Present
    Strategic Advisers
    Overland Park, KS
  • 08/2002 → Present
    Fidelity Investments
    Overland Park, KS
  • 08/2002 → Present
    Strategic Advisers
    Overland Park, KS
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Houston, TX
    Houston, TX
  • 2002-08-13 → 2018-07-13
    Houston, TX
    Overland Park, KS
    Sugar Land, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-05-24
  • S66 Uniform Combined State Law Examination
    1999-05-24
Other Names
  • Christopher Joseph Johnson
  • Chris J Johnson

View on SEC IAPD

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