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James Joseph Bebbington

Strategic Advisers LLC

Greenwood Village, CO

Highlands Ranch, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Highlands Ranch, CO • 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
Charles Schwab & Co., Inc. Lone Tree CO 05/2020 01/2021
Dispatch Media Group Columbus OH 06/2017 05/2018
Morgan Stanley Columbus OH 08/2018 05/2020
Manley Deas Kochalski Columbus OH 01/2017 04/2017
The Ohio State University Columbus OH 08/2012 12/2016
Fidelity Investments Greenwood Village CO 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 01/2021
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2017 → 05/2018
    Dispatch Media Group
    Columbus, OH
  • 08/2018 → 05/2020
    Morgan Stanley
    Columbus, OH
  • 01/2017 → 04/2017
    Manley Deas Kochalski
    Columbus, OH
  • 08/2012 → 12/2016
    The Ohio State University
    Columbus, OH
  • 01/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-28
S63 Uniform Securities Agent State Law Examination 2020-09-15
  • S66 Uniform Combined State Law Examination
    2021-10-28
  • S63 Uniform Securities Agent State Law Examination
    2020-09-15
Other Names
  • James Bebbington
  • Jimmy Bebbington
  • James Joseph Bebbington
  • James Bebbington

View on SEC IAPD

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