Joshua B. Harrison
STRATEGIC ADVISERS LLC | Investor Center Planning Consultant
ROUND LAKE BEACH, IL
Some features on this profile are disabled
CRD#: 6860742
Professional summary
Joshua Benjamin Harrison, who also goes by Joshua Benjamin Allison, Joshua Benjamin Harrison, Joshua Harrison, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Round Lake Beach, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Highland Park, Illinois.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Joshua has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As a member of your Wealth Management Team, I partner with your Financial Consultant to help you address your ongoing financial needs at Fidelity, especially your financial plan. Together, we will explore your values, needs, and goals, and develop a working financial plan to help you get there. Then, we will work with your Financial Consultant to put that plan in motion and keep you on track.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua Benjamin Allison | Joshua Benjamin Harrison | Joshua Harrison
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-116351|OrgNmn:Windy City Lego User Group|Org Addr:Chicago,Illinois,US|OBA Nature:Group of ~50 adults focused on|Invst Rel:N|Title:Vice President - Windy City Lego |Duties:Coordinate meetings of member hobbyists, assist in creating educational displays at local libraries and community centers, assist in annual ch|StrtDt:02-19-25|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Benjamin Harrison'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
Northwestern University
Master of Music - Music Performance
2015
Trinity International University
Bachelor of Arts (BA) - Music Performance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1 Skokie Valley Road, Highland Park, IL 60035RIA
CRD#: 104555
ROUND LAKE BEACH, IL
Current
April 29, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1 Skokie Valley Road, Highland Park, IL 60035BD
CRD#: 7784
Highland Park, IL
Past
May 6, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
March 9, 2020 - September 28, 2020
EDWARD JONES
RIA
CRD#: 250
LAKE FOREST, IL
Past
February 17, 2020 - September 28, 2020
EDWARD JONES
BD
CRD#: 250
LAKE FOREST, 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(5/4/2021)
RR
California(10/10/2025)
RR
Colorado(5/4/2021)
RR
Florida(5/4/2021)
RR
Illinois(4/29/2021)
IAR
Illinois(3/31/2025)
RR
Indiana(5/4/2021)
RR
Maine(1/6/2025)
RR
Massachusetts(8/21/2025)
RR
Michigan(5/4/2021)
RR
Nevada(5/4/2021)
RR
Pennsylvania(3/31/2025)
RR
Tennessee(5/4/2021)
IAR
Texas(3/31/2025)
RR
Virginia(5/4/2021)
RR
Washington(1/9/2025)
RR
Wisconsin(5/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/15/2020
General Securities Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Investor Center Planning ConsultantCRD#: 104555Round Lake Beach, ILTRUST BUT VERIFY
Monitor Joshua Harrison
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
