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James Wayne

Strategic Advisers LLC

Austin, TX

Cedar Park, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States

Cedar Park, TX • 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
Texas State University San Marcos TX 08/2013 12/2020
Spirit Ranch Lubbock TX 04/2015 07/2018
Pulman Cappuccio And Pullen Llc San Antonio TX 01/2020 04/2020
Efo Design Colleyville TX 05/2020 11/2020
Thrivent Advisor Network Dba 49 Financial Austin TX 03/2021 12/2022
Purshe Kaplan Sterling Investments Albany NY 05/2021 12/2022
Fidelity Investments Austin TX 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 12/2020
    Texas State University
    San Marcos, TX
  • 04/2015 → 07/2018
    Spirit Ranch
    Lubbock, TX
  • 01/2020 → 04/2020
    Pulman Cappuccio And Pullen Llc
    San Antonio, TX
  • 05/2020 → 11/2020
    Efo Design
    Colleyville, TX
  • 03/2021 → 12/2022
    Thrivent Advisor Network Dba 49 Financial
    Austin, TX
  • 05/2021 → 12/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2023 → Present
    Fidelity Investments
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-30
S63 Uniform Securities Agent State Law Examination 2021-02-26
  • S66 Uniform Combined State Law Examination
    2023-10-30
  • S63 Uniform Securities Agent State Law Examination
    2021-02-26
Other Names
  • James Anthony Wayne
  • James Wayne

View on SEC IAPD

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LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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