JJ
Johnny Johnson Jr.
STRATEGIC ADVISERS LLC
LAKE VILLA, IL
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CRD#: 5127933
JJ
Professional summary
Johnny Johnson Jr. JR., who also goes by Johnny Johnson Jr, Johnny Johnson Jr., Johnny Johnson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lake Villa, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Deer Park, Illinois.
Johnny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Johnny has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Johnny Johnson Jr | Johnny Johnson Jr. | Johnny Johnson
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.
INSTA-CART SHOPPER POSITION: shopper NATURE: Instacart shopper on weeknights or weekends as a supplement to income. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2022 ADDRESS: 50 Beale St. #600, San Francisco CA 94105, United States DESCRIPTION: complete shopping orders via instacart app. and deliver to end user.
CRS (Client Relationship Summary) - RIA
Click below to view Johnny Johnson Jr. JR.'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 20530 North Rand Road Suite 488, Deer Park, IL 60010RIA
CRD#: 104555
LAKE VILLA, IL
Current
December 21, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 20530 North Rand Road Suite 448, Deer Park, IL 60010BD
CRD#: 7784
Deer Park, IL
Past
January 23, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DEER PARK, IL
Past
February 23, 2022 - July 27, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Arlington Heights, IL
Past
May 17, 2021 - July 27, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Arlington Heights, IL
Past
September 19, 2006 - December 20, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
ARLINGTON HEIGHTS, 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".
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(6/9/2023)
RR
California(5/31/2023)
RR
District of Columbia(2/6/2025)
RR
Florida(5/31/2023)
RR
Georgia(1/6/2025)
RR
Illinois(12/22/2022)
IAR
Illinois(3/31/2025)
RR
Indiana(1/6/2025)
RR
Iowa(1/9/2025)
RR
Michigan(9/14/2023)
RR
New Jersey(10/23/2025)
RR
New York(1/5/2025)
RR
Ohio(5/15/2024)
RR
South Carolina(1/8/2025)
RR
Tennessee(5/31/2023)
RR
Texas(5/30/2023)
IAR
Texas(3/31/2025)
RR
Washington(2/11/2025)
RR
Wisconsin(5/31/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/17/2021
General Securities Representative ExaminationGeneral 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.
