Best Investors Account Sign in

James Arthur Goodson

Strategic Advisers LLC

Estero, FL

Fort Myers, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-13
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2026-03-13
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Estero, FL • United States

6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • 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
National Securities Corp South Norwalk CT 06/2015 01/2022
Ceros Financial Services, Inc. Rockville MD 01/2022 06/2023
Fidelity Investments Fairfield CT 06/2023 02/2025
Fidelity Investments Boston MA 03/2025 03/2026
Fidelity Investments Fort Myers FL 03/2026 Present
  • 06/2015 → 01/2022
    National Securities Corp
    South Norwalk, CT
  • 01/2022 → 06/2023
    Ceros Financial Services, Inc.
    Rockville, MD
  • 06/2023 → 02/2025
    Fidelity Investments
    Fairfield, CT
  • 03/2025 → 03/2026
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Fidelity Investments
    Fort Myers, FL
Previous Registrations
  • 2023-08-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
Other Businesses

OBA-100353|OrgNmn:J. Arthur Consulting LLC|Org Addr:Stamford,Connecticu,US|OBA Nature:Bill paying entity|Invst Rel:N|Title:owner|Duties:N/A|StrtDt:07-01-18|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-18
S63 Uniform Securities Agent State Law Examination 2015-07-09
  • S65 Uniform Investment Adviser Law Examination
    2023-08-18
  • S63 Uniform Securities Agent State Law Examination
    2015-07-09
Other Names
  • James Arthur Goodson
  • James Goodson

View on SEC IAPD

More in Estero, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor