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John W Cochran JR.

John W. Cochran

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
HOWELL, MI
Some features on this profile are disabled
CRD#: 2420648
John W Cochran JR.

Professional summary

John W Cochran JR., who also goes by John W. Cochran Jr., John William Cochran Jr, John William Cochran Jr., John William Cochran, John William Cochran Jr, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Howell, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Ann Arbor, Michigan.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. John has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Biography

As a Wealth Manager, I provide perspective and experience, to assist my clients in determining what may be financially possible and help them to align efficient and objective strategies, that will help them work toward their financial goals throughout their lives.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John W. Cochran Jr. | John William Cochran Jr | John William Cochran Jr. | John William Cochran | John William Cochran Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John W Cochran JR.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

Eastern Michigan University

Bachelor of Business Administration - Finance

University Of Michigan - Flint

Bachelors of Business Administration - Finance

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108
RIA
CRD#: 104555
HOWELL, MI
Current

April 4, 2012 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 500 E. Eisenhower Pkwy, Ste 100, Ann Arbor, MI 48108
BD
CRD#: 7784
Ann Arbor, MI
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
ANN ARBOR, MI
Past

April 10, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ANN ARBOR, MI
Past

March 15, 2012 - March 26, 2012

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
WHITE LAKE, MI
Past

January 30, 2012 - March 26, 2012

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
WHITE LAKE, MI
Past

March 29, 2011 - October 31, 2011

W R RICE FINANCIAL SERVICES, INC.

BD
CRD#: 36700
SOUTHFIELD, MI
Past

April 7, 2010 - September 15, 2010

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SOUTHFIELD, MI
Past

May 4, 2009 - September 2, 2009

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
HOWELL, MI
Past

November 8, 2006 - April 7, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

December 14, 2005 - September 29, 2006

NEW ENGLAND SECURITIES

BD
CRD#: 615
SOUTHFIELD, MI
Past

September 23, 2005 - October 31, 2005

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
CHICAGO, IL
Past

September 23, 2005 - October 31, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 20, 2005 - October 13, 2005

FFP ADVISORY SERVICES INC

RIA
CRD#: 110778
HOWELL, MI
Past

January 19, 2005 - October 13, 2005

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

March 4, 2003 - July 20, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

July 19, 2001 - March 13, 2003

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

January 23, 2001 - July 10, 2001

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

August 29, 2000 - January 29, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

August 31, 1999 - August 24, 2000

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

BD
CRD#: 17529
FARMINGTON HILLS, MI
Past

September 18, 1997 - June 23, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 18, 1997 - June 23, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 2, 1996 - October 29, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 2, 1996 - October 29, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

September 21, 1995 - April 11, 1996

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

November 22, 1994 - April 10, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(4/27/2020)
RR
Arizona
(5/30/2012)
RR
California
(1/7/2013)
RR
Colorado
(1/7/2013)
RR
Connecticut
(10/22/2021)
RR
Florida
(5/8/2012)
RR
Georgia
(2/13/2025)
RR
Idaho
(4/24/2020)
RR
Illinois
(4/27/2020)
RR
Indiana
(1/8/2013)
RR
Kentucky
(9/23/2015)
RR
Maryland
(9/12/2019)
RR
Michigan
(4/4/2012)
IAR
Michigan
(3/31/2025)
RR
North Carolina
(1/13/2015)
RR
Ohio
(5/7/2012)
RR
Oregon
(3/1/2024)
RR
Pennsylvania
(2/16/2021)
RR
Texas
(1/13/2015)
IAR
Texas
(3/31/2025)
RR
Washington
(2/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/13/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/21/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/21/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/1/2003
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Wealth PlannerCRD#: 104555Howell, MI

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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