James Gregory Smith

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Saginaw, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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

Organization	City	State	From	To
Chick-Fi-A	Grand Prairie	TX	08/2018	09/2020
Pantego Christian Academy	Pantego	TX	01/2018	05/2018
Camp Thurman	Pantego	TX	05/2018	08/2018
Camp Thurman	Pantego	TX	05/2017	08/2017
University Of Texas At Austin	Austin	TX	08/2013	12/2017
Southwestern Baptist Theological Seminary	Fort Worth	TX	08/2018	05/2020
Fidelity Investments	Westlake	TX	09/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2018 → 09/2020

Chick-Fi-A

Grand Prairie, TX
01/2018 → 05/2018

Pantego Christian Academy

Pantego, TX
05/2018 → 08/2018

Camp Thurman

Pantego, TX
05/2017 → 08/2017

Camp Thurman

Pantego, TX
08/2013 → 12/2017

University Of Texas At Austin

Austin, TX
08/2018 → 05/2020

Southwestern Baptist Theological Seminary

Fort Worth, TX
09/2020 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-10-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-14

S66 Uniform Combined State Law Examination

2021-10-14

Other Names

James Gregory Smith
James G Smith

View on SEC IAPD

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