Journey Advisory Group
44yrs
Top advisor by experience in Covington
12yrs
John Bose
Financial advisor at Strategic Advisers
John Bose has worked in the financial industry for 12 years and is a financial advisor based in Covington, Kentucky. John has been with Strategic Advisers since 2025; before that, John spent seven years at Fidelity Personal and Workplace Advisors. John holds the CFP® designation.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 68% of advisors at Strategic Advisers
Office100 Howe Drive, Covington, KY 41015
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2017 – Jul 2018Strategic Advisers LLCPreviously
Contact John
(617) 563-7000Firm headquarters in Boston, MA. Ask for John. 100 Howe DriveCovington, KY 41015Office · Get directions
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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 Bose. John works from the Covington, KY office.
How long has John been a financial advisor?
John has been in the industry since 2014, about 12 years. More experience than 68% of advisors at Strategic Advisers.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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