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Credentials
Series 63, Series 66
Experience Industry experience
24 years
Location
Nye, MT
Fidelity
Institution
January Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Fidelity Investments since 2010 and has worked with both Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a distinct focus on model portfolios constructed from mutual funds, ETFs, and ETPs.
Based on Fidelity
Nye, MT
Nye MT
Advisors at this office
1
California · Montana · Texas
24 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Personal and Workplace Advisors
2018 - Present • 8 years
Boston, MA
FIDELITY INVESTMENTS
2010 - Present • 16 years
Lone Tree, CO
LPL Financial
2009 - 2010 • 1 year
Frisco, CO
FIFTH THIRD SECURITIES, Inc.
2008 - 2008 • 1 year
IN
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Insurance agent
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Bank
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Fund sponsor
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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