John P. Barnes
STRATEGIC ADVISERS LLC | Financial Consultant
NAPLES, FL 34102-6576
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CRD#: 4800191
Professional summary
John P Barnes, CFP®, who also goes by John P Barnes, John Preston Barnes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Naples, Florida and FIDELITY BROKERAGE SERVICES LLC located in Naples, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Certified Financial Planner CFP®, I partner with individuals and families to help them pursue their life long dreams. I work together with my clients by helping them build their disciplined financial plan and investment strategy.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John P Barnes | John Preston Barnes
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.
OAA#: 33072 | Org Name:White Mountain Investments, LLC | Org Addr:Salt Lake City, UT, US | Nature of Bus:Real Estate Investing through rental properties | Invst Rel:Y | Title:Co-Owner / Manager | Duties:I manage the finances of the business. | Start Dt:11/01/2006 | Total Hrs p/m:2 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view John P Barnes's 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®
Education
University of Utah
Bachelor of Science (BS) - Accounting
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 350 5th Avenue South Ste 202, Naples, FL 34102-6576Office #2: 5200 Tamiami Trail N Suites 103 201 - 204, Naples, FL, 34103-2817RIA
CRD#: 104555
NAPLES, FL
Current
March 13, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5200 N. Tamiami Trail Suites 103 201 - 204, Naples, FL, 34103BD
CRD#: 7784
Naples, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NAPLES, FL
Past
April 14, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
July 28, 2004 - June 9, 2005
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
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
Arkansas(5/26/2022)
RR
California(4/10/2015)
RR
Colorado(7/7/2023)
RR
Connecticut(2/12/2021)
RR
Delaware(11/15/2022)
RR
District of Columbia(5/6/2022)
RR
Florida(4/10/2015)
IAR
Florida(3/31/2025)
RR
Georgia(7/21/2023)
RR
Idaho(5/14/2024)
RR
Illinois(4/10/2015)
RR
Indiana(8/11/2023)
RR
Iowa(2/15/2024)
RR
Kentucky(2/14/2024)
RR
Maine(4/9/2021)
RR
Maryland(8/6/2021)
RR
Massachusetts(4/10/2015)
RR
Michigan(5/16/2023)
RR
Missouri(5/31/2023)
RR
Montana(7/19/2024)
RR
Nevada(3/4/2022)
RR
New Hampshire(1/7/2022)
RR
New Jersey(5/16/2023)
RR
New York(4/10/2015)
RR
North Carolina(2/18/2022)
RR
Ohio(5/17/2023)
RR
Oklahoma(2/6/2024)
RR
Oregon(11/29/2023)
RR
Pennsylvania(5/16/2023)
RR
Rhode Island(6/4/2021)
RR
South Carolina(7/21/2023)
RR
Tennessee(11/29/2023)
RR
Texas(4/10/2015)
IAR
Texas(3/31/2025)
RR
Utah(5/10/2021)
RR
Vermont(11/15/2022)
RR
Virginia(1/17/2021)
RR
Washington(4/10/2015)
RR
West Virginia(11/29/2023)
RR
Wisconsin(5/31/2023)
RR
Wyoming(2/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Naples, FL 34102-6576TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
