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James Crawford Houston

Strategic Advisers LLC

South Jordan, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Jordan, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Salt Lake City UT 01/2019 Present
Residential Real Estate Review West Valley City UT 05/2016 01/2019
Lyons Mccloskey Llc Alexandria VA 02/2018 01/2019
Mainstreet Valuations Llc/Redbell Real Estate Sandy UT 07/2016 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 05/2016 → 01/2019
    Residential Real Estate Review
    West Valley City, UT
  • 02/2018 → 01/2019
    Lyons Mccloskey Llc
    Alexandria, VA
  • 07/2016 → 01/2019
    Mainstreet Valuations Llc/Redbell Real Estate
    Sandy, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-05
S63 Uniform Securities Agent State Law Examination 2019-05-12
  • S66 Uniform Combined State Law Examination
    2022-04-05
  • S63 Uniform Securities Agent State Law Examination
    2019-05-12
Other Names
  • James Crawford Houston
  • James Houston

View on SEC IAPD

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