John D. Schultz

STRATEGIC ADVISERS LLC

KENNESAW, GA

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CRD#: 4826045

Professional summary

John David Schultz, who also goes by John D Schultz, John David Schultz Jr, John David Schultz Jr., John David Schultz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kennesaw, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.

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 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John D Schultz | John David Schultz Jr | John David Schultz Jr. | John David Schultz

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Schultz'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

RIA

CRD#: 104555

KENNESAW, GA

Current

June 11, 2013 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568

CRD#: 7784

Atlanta, GA

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

KENNESAW, GA

Past

October 15, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MARIETTA, GA

Past

March 13, 2012 - April 16, 2013

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

ARLINGTON, TX

Past

August 4, 2010 - October 14, 2011

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

FORT WORTH, TX

Past

March 26, 2009 - December 10, 2009

EDWARD JONES

RIA

CRD#: 250

FT COLLINS, CO

Past

January 6, 2009 - December 10, 2009

EDWARD JONES

CRD#: 250

FT COLLINS, CO

Past

October 1, 2007 - January 8, 2009

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

November 15, 2005 - November 2, 2006

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

EULESS, TX

Past

July 15, 2005 - September 12, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

September 27, 2004 - February 10, 2005

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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

Alabama
(1/5/2018)

IAR

Alabama
(3/31/2025)

Florida
(1/5/2018)

Georgia
(5/4/2017)

IAR

Georgia
(3/31/2025)

North Carolina
(2/27/2018)

South Carolina
(1/4/2019)

Tennessee
(1/5/2018)

Texas
(7/12/2023)

IAR

Texas
(3/31/2025)

Virginia
(1/7/2022)

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: 3/13/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/1/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/24/2004

Investment Company Products/Variable Contracts Representative 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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Firm Stability Insights

John D. Schultz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Schultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

STATE FARM VP MANAGEMENT CORP.

ALLSTATE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

STATE FARM VP MANAGEMENT CORP.

STATE FARM VP MANAGEMENT CORP.

NYLIFE SECURITIES LLC

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/13/2009

Series 63

Date: 10/1/2004

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2009

Series 6

Date: 9/24/2004

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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