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James J Knowles

Strategic Advisers LLC

Merrimack, NH

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Boston, MA • 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
City Of Newport - Easton's Beach Newport RI 06/2012 10/2019
Fidelity Brokerage Services Llc Merrimack NH 01/2020 Present
Lifetime Fitness Framingham MA 02/2018 05/2018
Dick's Sporting Goods Natick MA 12/2018 05/2019
Xavier University Cincinnati OH 08/2013 08/2019
Makeoffices Arlington VA 04/2018 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 10/2019
    City Of Newport - Easton's Beach
    Newport, RI
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 02/2018 → 05/2018
    Lifetime Fitness
    Framingham, MA
  • 12/2018 → 05/2019
    Dick's Sporting Goods
    Natick, MA
  • 08/2013 → 08/2019
    Xavier University
    Cincinnati, OH
  • 04/2018 → 06/2018
    Makeoffices
    Arlington, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-130302|OrgNmn:City of Newport|Org Addr:Newport,Rhode Isla,US|OBA Nature:Lifeguard|Invst Rel:N|Title:Employee|Duties:Lifeguarding at a beach, one day on weekend periodically throughout summer|StrtDt:06-06-26|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-28
  • S66 Uniform Combined State Law Examination
    2020-07-28
Other Names
  • James Joseph Knowles
  • James Knowles

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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