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John Shockey

Strategic Asset Management LLC.
24 Years of Experience
Granbury, TX
2 Disclosures
View SEC Summary
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John Shockey is a registered investment advisor at Strategic Asset Management LLC., based in Granbury, TX, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.

Strategic Asset Management LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
231 clients
Average Client Portfolio
$945K average
Assets Under Management
$218.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally negotiable and billed quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Granbury, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2016
Final
Employment Separation After Allegations
February 2014
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Asset Management LLC.
April 2026 - Present · 6 mos
Previous Registrations
Independent Solutions Wealth Management, LLC
February 2016 - November 2025 · 9 yrs 9 mos
Cetera Investment Advisers LLC
October 2015 - February 2016 · 4 mos
Summit Brokerage Services, INC.Broker
September 2015 - February 2016 · 5 mos
J P Turner & Company Capital Management, LLC
March 2014 - November 2015 · 1 yr 8 mos
J.P. Turner & Company, L.L.C.Broker
March 2014 - September 2015 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2005 - March 2014 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2005 - March 2014 · 8 yrs 8 mos
Edward JonesBroker
May 2002 - July 2005 · 3 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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