John D. Erickson
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LAKELAND, TN
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CRD#: 5531268
Professional summary
John David Erickson JR., who also goes by J.d. Erickson, John David Erickson Jr, John David Erickson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lakeland, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Germantown, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. John has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Fidelity makes available to you a suite of resources. I will help you harness the power of Fidelity. You can leverage my experience working with high net-worth clients in retirement, income, and wealth planning, to help you create and execute a plan that makes sense for you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J.d. Erickson | John David Erickson Jr | John David Erickson
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.
OBA-114127|OrgNmn:Lucca Patrimoni, LLC|Org Addr:Lakeland,Tennessee,US|OBA Nature:Forming an LLC to purchase com|Invst Rel:Y|Title:Sole Proprietor|Duties:Collect rent and pay mortgage on property.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view John David Erickson 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®
NoneEducation
University of Memphis
Bachelor of Business Administration - Marketing Management
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7628 W. Farmington Blvd Ste 110, Germantown, TN 38138RIA
CRD#: 104555
LAKELAND, TN
Current
October 12, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7628 W. Farmington Blvd Ste 110, Germantown, TN 38138BD
CRD#: 7784
Germantown, TN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GERMANTOWN, TN
Past
December 7, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GERMANTOWN, TN
Past
July 2, 2008 - September 19, 2011
CARTY, HARDING & HEARN, INC.
BD
CRD#: 7001
MEMPHIS, TN
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
Alabama(10/22/2013)
RR
Arkansas(10/12/2011)
RR
California(1/6/2020)
RR
Colorado(1/6/2020)
RR
Connecticut(3/7/2022)
RR
Florida(9/10/2015)
RR
Georgia(9/2/2020)
RR
Illinois(8/17/2021)
RR
Indiana(10/27/2025)
RR
Iowa(3/11/2022)
RR
Kentucky(10/23/2023)
RR
Louisiana(7/16/2015)
RR
Massachusetts(3/7/2022)
RR
Michigan(2/16/2021)
RR
Minnesota(7/22/2024)
RR
Mississippi(10/12/2011)
RR
Missouri(10/22/2013)
RR
Nebraska(5/9/2022)
RR
Nevada(8/24/2021)
RR
New Mexico(7/22/2024)
RR
New York(4/24/2020)
RR
North Carolina(8/18/2017)
RR
Ohio(8/18/2017)
RR
Oklahoma(8/10/2020)
RR
Oregon(9/22/2020)
RR
Pennsylvania(2/25/2019)
RR
South Carolina(11/6/2017)
RR
Tennessee(10/12/2011)
IAR
Tennessee(3/31/2025)
RR
Texas(11/13/2014)
IAR
Texas(3/31/2025)
RR
Virginia(10/3/2023)
RR
Washington(10/23/2025)
RR
Wisconsin(1/6/2020)
Exams
State Security Law Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Lakeland, TNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
