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RIA / WealthAdvisor13 years in industry

John Langer

Advisor at STRATEGY FINANCIAL GROUP

PHOENIX, AZ

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Search this name across graphsid dfx:ria:06f711bd-be3d-48f0-8ea9-7fa97977051e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Feb 2, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGY FINANCIAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 24, 2022
First registration: Feb 2, 2022
Dual registered: no
Other names: John R Langer|John Langer|JOHN ROBERT LANGER
IAPD individual key: 7353353

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGY FINANCIAL GROUP	Independent wealth	Mar 20, 2025	n/a	yes	PHOENIX, AZ	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Jun 25, 2024	Mar 11, 2025	no	PHOENIX, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 6, 2022	Jun 13, 2024	no	ROCHESTER, MN	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 16, 2022	Oct 31, 2022	no	Rochester, MN	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 2, 2022	Aug 17, 2022	no	ROCHESTER, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	STRATEGY FINANCIAL GROUP	Mar 11, 2025	Mar 20, 2025	9	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Jun 13, 2024	Jun 25, 2024	12	Firm change	Wirehouse to wirehouse
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 31, 2022	Dec 6, 2022	36	Firm change	Ibd to wirehouse
COMMONWEALTH FINANCIAL NETWORK	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 17, 2022	Aug 16, 2022	-1	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8032:149018:MN:2022-08-17	Aug 17, 2022	Aug 16, 2022	ROCHESTER, MN	Firm change

Relationships

Registered with (5)

→ STRATEGY FINANCIAL GROUPRegistered adviserregistration: current employment
Mar 20, 2025 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jun 25, 2024 to Mar 11, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 6, 2022 to Jun 13, 2024factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 16, 2022 to Oct 31, 2022factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 2, 2022 to Aug 17, 2022factForm ADV

Dated events

Occurred
Mar 11, 2025
Advisor changed firm
John Langer left J.P. Morgan Securities Llc for Strategy Financial Group (registered 2025-03-20)
Form ADVobserved 4 days ago
Occurred
Jun 13, 2024
Advisor changed firm
John Langer left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2024-06-25)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2022
Advisor changed firm
John Langer left Raymond James Financial Services Advisors, Inc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-12-06)
Form ADVobserved 4 days ago
Occurred
Aug 17, 2022
Advisor changed firm
John Langer left Commonwealth Financial Network for Raymond James Financial Services Advisors, Inc (registered 2022-08-16)
Form ADVobserved 4 days ago