James Kelleher

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	2025-10-13

TX RA
APPROVED

Since 2025-10-13

Branch Locations

Dallas, 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
Fidelity Investments	Westlake	TX	06/2021	Present
University Of Kentucky	Lexington	KY	08/2017	05/2021
Simply Transparent	Roselle	IL	05/2016	08/2020
Barnes & Noble Bookstore	Lexington	KY	08/2018	08/2019
High School	South Elgin	IL	08/2013	05/2017

06/2021 → Present

Fidelity Investments

Westlake, TX
08/2017 → 05/2021

University Of Kentucky

Lexington, KY
05/2016 → 08/2020

Simply Transparent

Roselle, IL
08/2018 → 08/2019

Barnes & Noble Bookstore

Lexington, KY
08/2013 → 05/2017

High School

South Elgin, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-09
S63	Uniform Securities Agent State Law Examination	2021-12-16

S66 Uniform Combined State Law Examination

2025-10-09
S63 Uniform Securities Agent State Law Examination

2021-12-16

Other Names

Jimmy Kelleher
James Ernest Kelleher

View on SEC IAPD

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