Rebecca A. Johns
STRATEGIC ADVISERS LLC | Financial Consultant
FORT LAUDERDALE, FL
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CRD#: 6322941
Professional summary
Rebecca A. Johns, CFP®, who also goes by Rebecca Anne Johns, Rebecca Johns, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fort Lauderdale, Florida and FIDELITY BROKERAGE SERVICES LLC located in Boca Raton, Florida.
Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Rebecca has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Fidelity offers a suite of resources that I am able to utilize to co-create financial plans for my clients. I outline important considerations to provide insight for you to make important decisions for life events moving forward.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Estate Planning
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Rebecca Anne Johns | Rebecca Johns
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-63268|OrgNmn:HOA President|Org Addr:Plymouth,Massachuse,US|OBA Nature:Home Owners' Association|Invst Rel:Y|Title:HOA President|Duties:manage property|StrtDt:11-23-2021|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca A. Johns'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: 2019
Education
West Virginia University
Bachelor of Science (BS) - Finance
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1400 Glades Road Suite 180, Boca Raton, FL 33431-6457RIA
CRD#: 104555
FORT LAUDERDALE, FL
Current
August 12, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1400 Glades Road, Suite 180, Boca Raton, FL 33431BD
CRD#: 7784
Boca Raton, FL
Past
June 3, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOCA RATON, FL
Past
September 10, 2020 - May 26, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOCA RATON, FL
Past
March 19, 2015 - August 6, 2020
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
BOCA RATON, FL
Past
July 16, 2014 - August 6, 2020
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
BOCA RATON, FL
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(2/12/2025)
RR
California(3/4/2022)
RR
Connecticut(5/24/2021)
RR
Florida(8/12/2020)
IAR
Florida(3/31/2025)
RR
Georgia(9/30/2021)
RR
Illinois(9/9/2022)
RR
Iowa(9/29/2023)
RR
Maryland(6/27/2024)
RR
Massachusetts(5/24/2021)
RR
New York(3/4/2022)
RR
North Carolina(1/27/2025)
RR
Pennsylvania(3/4/2022)
RR
South Carolina(4/16/2025)
RR
Texas(2/12/2025)
IAR
Texas(3/31/2025)
RR
West Virginia(6/26/2024)
RR
Wisconsin(4/2/2025)
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#: 104555Fort Lauderdale, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
