John Israel
STRATEGIC ADVISERS LLC | Vice President Financial Consultant
SAN RAMON, CA
CRD#: 6290239
Professional summary
John Israel, CFP®, ChFC®, who also goes by John A Israil, John Israil, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Ramon, California and FIDELITY BROKERAGE SERVICES LLC located in Dublin, California.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. John has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
I have been in the financial services since 1999 and have worked with clients and families like yours. I have a true passion for wealth planning and take pride in helping clients work toward their financial goals. Fidelity is a trusted brand in the financial industry providing approaches and strategies for all styles of investors. I am laser focused on helping clients with their goals in everything I do.
Question & Answer
What are your service offerings?
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Estate Planning
Business Planning
Individual Insurance (Life, He...
Financial Coaching
Do you have an area of expertise or specialization?
High Net Worth Planning
Investment Management
Retirement Planning
Risk Management and Insurance ...
Special Needs Families
Trust and Estate Planning
Estate Planning
How do you get paid?
Fee-Only
Commission
Fixed Fee
Are you a "fiduciary"?
Yes
Aliases
John A Israil | John Israil
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Israel'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®
CFP®
Start date: 2018
Education
The American College
Chartered Financial Consultant - Financial Planning
2022
Kaplan University
Certified Financial Planner - Financial Planning
2018
Institute of Internal Auditors
Certified Internal Auditor - Risk Management - Audit
2015
Ain Shames University
Bachelor of Commerce - Accounting- Economics
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 A Tassajara Road, Dublin, CA 94568-4608RIA
CRD#: 104555
SAN RAMON, CA
Current
May 15, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500-a Tassajara Road, Dublin, CA 94568BD
CRD#: 7784
Dublin, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUBLIN, CA
Past
December 1, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DUBLIN, CA
Past
March 3, 2014 - April 30, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DUBLIN, CA
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(1/3/2020)
RR
Arkansas(4/2/2025)
RR
California(5/15/2015)
IAR
California(3/31/2025)
RR
Colorado(1/3/2020)
RR
Delaware(3/13/2023)
RR
District of Columbia(3/4/2022)
RR
Florida(1/3/2020)
RR
Georgia(5/6/2025)
RR
Hawaii(1/6/2017)
RR
Idaho(10/8/2021)
RR
Illinois(10/9/2024)
RR
Iowa(5/24/2024)
RR
Kansas(5/6/2025)
RR
Maryland(3/13/2023)
RR
Massachusetts(1/3/2020)
RR
Minnesota(5/6/2025)
RR
Montana(5/6/2025)
RR
Nebraska(5/6/2025)
RR
Nevada(1/6/2016)
RR
New Jersey(7/19/2024)
RR
New Mexico(5/6/2025)
RR
North Carolina(2/4/2025)
IAR
North Carolina(3/31/2025)
RR
Oklahoma(5/6/2025)
RR
Oregon(1/3/2020)
RR
Pennsylvania(8/25/2023)
RR
South Carolina(5/6/2025)
RR
Tennessee(1/3/2020)
RR
Texas(1/3/2020)
IAR
Texas(3/31/2025)
RR
Utah(8/24/2020)
RR
Vermont(5/6/2025)
RR
Virginia(8/24/2020)
RR
Washington(1/3/2020)
RR
West Virginia(5/6/2025)
RR
Wisconsin(7/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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)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
Vice President Financial ConsultantCRD#: 104555San Ramon, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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