Johnathon P. Tang
STRATEGIC ADVISERS LLC | Financial Consultant I
SAN DIEGO, CA
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CRD#: 6917951
Professional summary
Johnathon Phillip Tang, who also goes by Johnathon Phillip Tang, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Diego, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.
Johnathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Johnathon has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
My purpose as a Financial Consultant is to combine my experience within the industry with Fidelity's resources and technology to help individuals and families pursue, build, and preserve wealth for retirement and beyond.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Johnathon Phillip Tang
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 Johnathon Phillip Tang'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 Massachusetts Amherst
Bachelor of Economics - Managerial Economics
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516RIA
CRD#: 104555
SAN DIEGO, CA
Current
July 26, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108BD
CRD#: 7784
San Diego, CA
Past
August 24, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN DIEGO, CA
Past
August 15, 2019 - June 23, 2022
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
RIA
CRD#: 108257
BOSTON, MA
Past
August 6, 2019 - June 23, 2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
BD
CRD#: 840
BOSTON, MA
Past
April 8, 2019 - July 17, 2019
EATON VANCE MANAGEMENT
RIA
CRD#: 104859
BOSTON, MA
Past
January 14, 2019 - July 17, 2019
EATON VANCE DISTRIBUTORS, INC.
BD
CRD#: 37731
BOSTON, MA
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(7/7/2023)
RR
California(7/26/2022)
IAR
California(3/31/2025)
RR
Colorado(5/13/2025)
RR
Florida(3/9/2023)
RR
Georgia(6/11/2024)
RR
Hawaii(10/19/2022)
RR
Maryland(6/11/2025)
RR
Massachusetts(9/29/2023)
RR
Minnesota(1/4/2025)
RR
Nevada(7/7/2023)
RR
New York(9/29/2023)
RR
North Carolina(3/7/2023)
RR
Ohio(11/14/2024)
RR
Oregon(3/25/2023)
RR
Pennsylvania(12/12/2023)
RR
South Dakota(11/19/2024)
RR
Tennessee(1/4/2025)
RR
Texas(7/7/2023)
IAR
Texas(3/31/2025)
RR
Utah(5/13/2025)
RR
Washington(1/4/2025)
RR
Wisconsin(7/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2019
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
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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
Financial Consultant ICRD#: 104555San Diego, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
