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James Budzinski

Strategic Advisers LLC

Castle Rock, CO

Greenwood Village, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Castle Rock, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Edward Jones St. Louis MO 08/2015 03/2017
Fidelity Brokerage Services Llc Greenwood Village CO 05/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 03/2017
    Edward Jones
    St. Louis, MO
  • 05/2017 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 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
    Castle Rock, CO
    Greenwood Village, CO
  • 2017-05-24 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
  • 2015-10-21 → 2017-04-03
    Edward Jones
    Tempe, AZ
    Castle Rock, CO
    St Louis, MO
    Highlands Ranch, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-03
  • S66 Uniform Combined State Law Examination
    2015-10-03
Other Names
  • James Budzinski
  • Jim Budzinski
  • James John Budzinski

View on SEC IAPD

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