John Bartlett, financial advisor Covington KY
89 score

John Bartlett

CRD Number: 6262275
Current Firm: Strategic Advisers, Inc.

John Bartlett (CRD# 6262275) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Covington, KY May 2013 - Current 3
Chick-fil-a Florence, KY Mar 2011 - May 2013 2
Answers In Genesis Hebron, KY Jan 2010 - May 2013 3
Answers In Genesis Hebron, KY May 2007 - Jun 2010 3
Bob Jones University Greenville, SC Jan 2010 - Apr 2010 < 1
Bob Jones University Greenville, SC Aug 2006 - Dec 2009 3
Hayden Antiques Miamisburg, OH May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for John R. Bartlett
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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