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Juan Bosco Dos Santos Concepcion

Juan Bosco D. Concepcion

STRATEGIC ADVISERS LLC | Financial Consultant
SAN JOSE, CA
Some features on this profile are disabled
CRD#: 3054631
Juan Bosco Dos Santos Concepcion

Professional summary

Juan Bosco Dos Santos Concepcion, who also goes by Bosco Concepcion, John Bosco Concepcion, John Bosco D Concepcion, John Concepcion, Juan Bosco D Concepcion, Juan Bosco D Concepcion, Juan Bosco Bosco D Concepcion, Juan B Concepcion, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Jose, California and FIDELITY BROKERAGE SERVICES LLC located in Mountain View, California.

Juan Bosco is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Juan Bosco has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Biography

My clients partner with me to develop a bespoke financial plan to allow them to focus their valuable time on their lives and the pursuit of their passions.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bosco Concepcion | John Bosco Concepcion | John Bosco D Concepcion | John Concepcion | Juan Bosco D Concepcion | Juan Bosco D Concepcion | Juan Bosco Bosco D Concepcion | Juan B Concepcion

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 Juan Bosco Dos Santos Concepcion'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

San Francisco State University

Bachelor of Science (BS) - Finance

1990

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 2580 W El Camino Real Ste 9, Mountain View, CA 94040-1212
RIA
CRD#: 104555
SAN JOSE, CA
Current

January 10, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 2580 W El Camino Real, Ste 9, Mountain View, CA 94040-1212
BD
CRD#: 7784
Mountain View, CA
Past

January 19, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MOUNTAIN VIEW, CA
Past

November 1, 2021 - November 8, 2021

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
LINCOLN, NE
Past

April 7, 2021 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
GILROY, CA
Past

January 5, 2021 - November 8, 2021

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
GILROY, CA
Past

August 27, 2019 - October 15, 2020

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

BD
CRD#: 13594
SAN MATEO, CA
Past

May 14, 1998 - October 13, 2020

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA

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
Arizona
(1/9/2024)
RR
California
(1/10/2022)
IAR
California
(3/31/2025)
RR
Colorado
(5/6/2022)
RR
Florida
(7/21/2023)
RR
Missouri
(11/12/2025)
RR
Nevada
(1/14/2022)
RR
New York
(12/12/2023)
RR
North Carolina
(5/6/2022)
RR
Oregon
(1/14/2022)
RR
Texas
(3/27/2025)
IAR
Texas
(8/11/2025)
RR
Washington
(5/3/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/24/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/28/2001
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: 2/23/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/12/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/8/2005
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

Financial ConsultantCRD#: 104555San Jose, CA

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