Russell O. Johnson
Professional summary
Russell Oscar Johnson, who also goes by Russ Oscar Johnson, Russell O Johnson, Russell Oscar Johnson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ladera Ranch, California and FIDELITY BROKERAGE SERVICES LLC located in Mission Viejo, California.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Russell has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Russell Oscar Johnson's CRS (Customer Relationship Summary).
Certified licenses
Education
University of Washington
Bachelor of Arts (BA) - Sociology
2004
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691August 9, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691August 15, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 5, 2019 - July 21, 2022
J.P. MORGAN SECURITIES LLC
October 1, 2012 - July 21, 2022
J.P. MORGAN SECURITIES LLC
August 15, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2024)
(8/9/2022)
(3/31/2025)
(1/4/2025)
(5/11/2023)
(11/9/2023)
(1/10/2024)
(8/25/2025)
(10/4/2025)
(7/11/2023)
(9/3/2025)
(3/19/2025)
(8/7/2025)
(5/8/2025)
(3/1/2024)
(7/5/2023)
(3/31/2025)
(1/14/2025)
(9/29/2023)
(5/10/2023)
Exams
Series 7TO
Date: 5/28/2019
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
