John Herman Oppenheimer II
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Herman Oppenheimer is an investment adviser representative with Strategic Advisers LLC in Tampa, FL, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with PARK Avenue Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Guardian Life Insurance CompanyJan 2024 – Nov 2024Tampa, FL
- Forte by Chef AdrianneMar 2022 – Jul 2022Miami, FL
- Men's WarehouseJul 2021 – Jan 2022Tampa, FL
- Potbelly'sJan 2021 – Jun 2021Tallahassee, FL
- New York Yankees OrganizationJun 2017 – Aug 2019Tampa, FL
- Vector MarketingAug 2018 – Dec 2018Tampa, FL
- PDQApr 2017 – Dec 2017Tampa, FL
- Kate Ryan RentalsDec 2021 – Jan 2022Tampa, FL
- Bench Craft CompanyJun 2023 – Aug 2023Tampa, FL
- Florida International UniversityAug 2019 – May 2024Tampa, FL
- Jesuit High SchoolAug 2015 – May 2019Tampa, FL
- Park Avenue Securities LLCSep 2024 – Nov 2024Tampa, FL
- CFA InstituteNov 2024 – Mar 2025Tampa, FL
- Fidelity InvestmentsMar 2025 – no end date reportedTampa, FL
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Herman Oppenheimer II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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