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James Bradley Turner

Strategic Advisers LLC

Covington, KY

Fort Thomas, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Fort Thomas, KY • 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
U.S. Bank Alexandria KY 07/2019 09/2021
Chick-Fil-A Newport KY 07/2018 06/2019
Upward Mobile Llc West Chester OH 08/2016 06/2018
Northern Kentucky University Highland Heights KY 08/2014 12/2018
Fidelity Investments Covington KY 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 09/2021
    U.S. Bank
    Alexandria, KY
  • 07/2018 → 06/2019
    Chick-Fil-A
    Newport, KY
  • 08/2016 → 06/2018
    Upward Mobile Llc
    West Chester, OH
  • 08/2014 → 12/2018
    Northern Kentucky University
    Highland Heights, KY
  • 09/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-14
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2023-03-14
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Other Names
  • Brad Turner

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
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