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James Gerard Mcqueeney

Strategic Advisers LLC

Orlando, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Orlando, FL • 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
Edward Jones St Louis MO 09/2018 06/2021
Ricoh Usa, Inc. Malvern PA 11/1997 03/2018
Unemployed Orlando FL 04/2018 08/2018
Pruco Securities, Llc. Orlando FL 07/2021 11/2022
Prudential Insurance Company Of America Orlando FL 07/2021 11/2022
Unemployed Orlando FL 06/2021 07/2021
Fidelity Investments Llc Orlando FL 12/2002 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 06/2021
    Edward Jones
    St Louis, MO
  • 11/1997 → 03/2018
    Ricoh Usa, Inc.
    Malvern, PA
  • 04/2018 → 08/2018
    Unemployed
    Orlando, FL
  • 07/2021 → 11/2022
    Pruco Securities, Llc.
    Orlando, FL
  • 07/2021 → 11/2022
    Prudential Insurance Company Of America
    Orlando, FL
  • 06/2021 → 07/2021
    Unemployed
    Orlando, FL
  • 12/2002 → Present
    Fidelity Investments Llc
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orlando, FL
  • 2021-07-26 → 2022-12-05
    Pruco Securities, Llc.
    Orlando, FL
    Orlando, FL
    Orlando, FL
  • 2019-01-08 → 2021-06-03
    Edward Jones
    Orlando, FL
    St Louis, MO
    Orlando, FL
    Orlando, FL
Other Businesses

OBA-94341|OrgNmn:Rotary Club of Avalon Park|Org Addr:Orlando,Florida,US|OBA Nature:Community service voluntary or|Invst Rel:N|Title:Director|Duties:Member|StrtDt:04-01-19|TotHrs/mon:12|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-04
  • S66 Uniform Combined State Law Examination
    2019-01-04
Other Names
  • Jim Gerard Mcqueeney
  • James Gerard Mcqueeney
  • James G Mcqueeney

View on SEC IAPD

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