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James H. Campbell

Strategic Advisers LLC

Tigard, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Portland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Tigard OR 02/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2013 → Present
    Fidelity Brokerage Services Llc
    Tigard, OR
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Portland, OR
    Tigard, OR
  • 2013-04-15 → 2018-07-13
    Strategic Advisers Llc
    Tigard, OR
  • 2012-01-31 → 2012-11-05
    D.A. Davidson & Co.
    Portland, OR
  • 2006-06-13 → 2006-12-15
    Td Ameritrade, Inc.
    Portland, OR
  • 2005-02-02 → 2006-12-15
    Td Ameritrade Investment Management, Llc
    Portland, OR
  • 2005-05-19 → 2005-12-14
    Ameritrade Advisory Services Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-30
S63 Uniform Securities Agent State Law Examination 2011-09-09
S66 Uniform Combined State Law Examination 2000-10-10
  • S65 Uniform Investment Adviser Law Examination
    2012-01-30
  • S63 Uniform Securities Agent State Law Examination
    2011-09-09
  • S66 Uniform Combined State Law Examination
    2000-10-10
Other Names
  • James H Campbell
  • Jim Campbell
  • James Howard Campbell

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

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