John W. Davis
Professional summary
John W. Davis, who also goes by John W Davis, Jd Davis, John William Davis, John Davis, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Overland Park, Kansas and FIDELITY BROKERAGE SERVICES LLC located in Chesterfield, Missouri.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. John has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 10, Series 9, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John W. Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
September 15, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064October 4, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 26, 2022 - June 27, 2023
CHARLES SCHWAB & CO., INC.
January 26, 2022 - June 27, 2023
CHARLES SCHWAB & CO., INC.
October 25, 2017 - October 14, 2022
TD AMERITRADE, INC.
October 25, 2017 - June 27, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
September 29, 2017 - June 27, 2023
TD AMERITRADE, INC.
June 28, 2017 - July 12, 2017
TRIAD ADVISORS LLC
November 20, 2015 - October 3, 2017
ONEDIGITAL
July 26, 2012 - August 5, 2015
THE MUTUAL FUND STORE
June 17, 2003 - January 5, 2006
TERRA NOVA FINANCIAL, LLC
February 2, 1993 - August 15, 2001
TD AMERITRADE, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/6/2024)
(1/6/2024)
(1/6/2024)
(9/15/2023)
(3/31/2025)
(1/6/2024)
(9/15/2023)
(3/31/2025)
(1/6/2024)
(3/31/2025)
(1/6/2024)
Exams
Series 8
Date: 9/14/1994
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
