Justin A. Evans

STRATEGIC ADVISERS LLC

SAN JOSE, CA

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CRD#: 4425989

Professional summary

Justin A. Evans, who also goes by Justin Andrew Evans, Justin A. Evans, Justin Evans, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Jose, California and FIDELITY BROKERAGE SERVICES LLC located in Sunnyvale, California.

Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Justin has worked at 11 firms and has passed the Series 66, SIE, Series 3, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Andrew Evans | Justin A. Evans | Justin Evans

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 Justin A. Evans'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

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398

RIA

CRD#: 104555

SAN JOSE, CA

Current

July 29, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 398-#102 W. El Camino Real, Sunnyvale, CA 94087

CRD#: 7784

Sunnyvale, CA

Past

August 3, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SUNNYVALE, CA

Past

April 24, 2018 - July 17, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

San Jose, CA

Past

April 24, 2018 - July 17, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

San Jose, CA

Past

December 14, 2016 - May 8, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PALO ALTO, CA

Past

November 29, 2016 - May 7, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PALO ALTO, CA

Past

August 8, 2014 - October 14, 2016

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN JOSE, CA

Past

August 8, 2014 - October 14, 2016

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN JOSE, CA

Past

June 1, 2009 - August 12, 2014

MORGAN STANLEY

RIA

CRD#: 149777

SAN MATEO, CA

Past

June 1, 2009 - August 12, 2014

MORGAN STANLEY

CRD#: 149777

SAN MATEO, CA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

COLUMBUS, OH

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

COLUMBUS, OH

Past

November 28, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

NEW ALBANY, OH

Past

June 2, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

NEW ALBANY, OH

Past

June 24, 2004 - December 7, 2004

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

December 18, 2003 - April 13, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

September 23, 2002 - December 19, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

COLUMBUS, OH

Past

August 19, 2002 - December 19, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 15, 2001 - July 8, 2002

CASIMIR CAPITAL L.P.

CRD#: 105061

GREENWICH, CT

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".

STRATEGIC ADVISERS LLC

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.

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

California
(7/29/2022)

IAR

California
(3/31/2025)

Colorado
(7/29/2022)

Massachusetts
(7/29/2022)

Texas
(7/29/2022)

IAR

Texas
(3/31/2025)

Utah
(7/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/27/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/30/2006

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 3/28/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/13/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/7/2006

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/20/2005

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	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.

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Advisor Monitoring

Firm Stability Insights

Justin A. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin A. Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

FIFTH THIRD SECURITIES, INC.

EDWARD JONES

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CASIMIR CAPITAL L.P.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2001

SIE

Date: 10/1/2018

Series 3

Date: 5/30/2006

Series 31

Date: 3/28/2006

Series 7

Date: 8/13/2001

Series 10

Date: 2/7/2006

Series 9

Date: 12/20/2005

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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