James Wayne Payne

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
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Erlanger, KY • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Covington	KY	10/2018	Present
Fifth Third Bank	Cincinnati	OH	03/2009	11/2018
Fidelity Investments	Boston	MA	03/2025	Present

10/2018 → Present

Fidelity Brokerage Services Llc

Covington, KY
03/2009 → 11/2018

Fifth Third Bank

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-02-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Erlanger, KY

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-06

S66 Uniform Combined State Law Examination

2019-02-06

Other Names

James Wayne Payne
James Payne

View on SEC IAPD

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