Julius Freeman

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 11/2017
  Wells Fargo Bank, Na
  Santa Cruz, CA
• 01/2015 → 11/2017
  Wells Fargo Clearing Services, Llc
  Santa Cruz, CA
• 11/2017 → 03/2019
  Jp Morgan Chase Bank
  Santa Cruz, CA
• 11/2017 → 03/2019
  Jp Morgan Securities Llc
  Santa Cruz, CA
• 03/2019 → 09/2021
  Bank Of America, N.A.
  San Jose, CA
• 03/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 09/2021 → Present
  Fidelity Brokerage Services
  Aptos, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Aptos, CA
• 2019-06-20 → 2020-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
  New York, NY
  Scotts Valley, CA
  San Jose, CA
  Scotts Valley, CA
  Capitola, CA
  Capitola, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-06-18
• S63 Uniform Securities Agent State Law Examination
  2016-01-21

Other Names

• Julius Demetrus Freeman
• Julius Freeman