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James Matthew Chase

Strategic Advisers LLC

Edina, MN

Oakdale, MN

Rosemount, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-09
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • WI RA
    APPROVED
    Since 2026-01-09
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • United States

Rosemount, MN • 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 Westlake TX 10/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 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
    Edina, MN
    Rosemount, MN
  • 2014-11-19 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
  • 2010-06-09 → 2014-10-15
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Westlake, TX
  • 2010-06-09 → 2014-01-08
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2006-10-27 → 2010-05-19
    Strategic Advisers Llc
    Westlake, TX
  • 2005-03-11 → 2006-07-24
    Ameriprise Financial Services, Llc
    Hurst, TX
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-09
  • S66 Uniform Combined State Law Examination
    2005-03-09
Other Names
  • Matt Chase

View on SEC IAPD

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Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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