Morgan Stanley
46yrs
Top advisor by experience in Long Beach
8yrs
John Razon
Financial advisor at Strategic Advisers
John Razon has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Long Beach, California. John has been with Strategic Advisers since 2025; before that, John spent four years at Fidelity Personal and Workplace Advisors and three years at Wells Fargo Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 359 advisors with offices in Long Beach, and one of 316 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 52% of advisors at Strategic Advisers
OfficeLong Beach, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2018 – 2021Wells Fargo Clearing Services, LLCPreviously
Contact John
(617) 563-7000Firm headquarters in Boston, MA. Ask for John. Long Beach, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Strategic Advisers at (617) 563-7000 and ask for John Razon. John works from the Long Beach, CA office.
How long has John been a financial advisor?
John has been in the industry since 2018, about 8 years. More experience than 52% of advisors at Strategic Advisers.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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