Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
New
John Roque
Financial advisor at Strategic Advisers
John Roque is a fiduciary financial advisor in Jacksonville, Florida, registered since Sep 2026. John has been with Strategic Advisers since 2026. 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 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office4601 Touchton Rd East, Building 400, Jacksonville, FL 32246
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
- Sep 2026 – nowStrategic Advisers LLCCurrent firm
Contact John
(617) 563-7000Firm headquarters in Boston, MA. Ask for John. 4601 Touchton Rd East, Building 400Jacksonville, FL 32246Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Roque. John works from the Jacksonville, FL office.
How long has John been a financial advisor?
John is new to the profession, registered since Sep 2026, and holds 1 license.
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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