John Christopher Kelleher

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 → 11/2023
  Bestlogic Staffing
  Rocky Hill, CT
• 02/2014 → 08/2019
  San Diego Unified School District
  San Diego, CA
• 12/2023 → 06/2024
  Unemployed
  Cary, NC
• 06/2021 → 12/2023
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 08/2019 → 05/2021
  Seton Hall University
  South Orange, NJ
• 06/2024 → Present
  Fidelity Investments
  Greenwood Village, CO
• 07/2022 → 10/2022
  Dame'S Chicken And Waffles
  Chapel Hill, NC
• 06/2019 → 08/2019
  Southwestern Yacht Club
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-28
• S63 Uniform Securities Agent State Law Examination
  2024-09-17

Other Names

• John C Kelleher
• Jack Kelleher
• John Kelleher