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James Dean Bailey

Strategic Advisers LLC

Westlake, TX

Mansfield, TX

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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

One Destiny Way, Westlake, TX 76262-8103 • United States

Mansfield, TX • 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
Waddell & Reed, Inc Shawnee Mission KS 12/2018 11/2020
Alliance Water Resources Parkville MO 12/2017 12/2018
Us Naval Reserves Pensacola FL 04/2017 12/2017
Shandy Family Construction Kansas City MO 05/2016 04/2017
Guardian Life Insurance Company Jacksonville FL 12/2020 09/2021
Park Avenue Securities Jacksonville FL 03/2020 09/2021
Fidelity Investments Jacksonville FL 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 11/2020
    Waddell & Reed, Inc
    Shawnee Mission, KS
  • 12/2017 → 12/2018
    Alliance Water Resources
    Parkville, MO
  • 04/2017 → 12/2017
    Us Naval Reserves
    Pensacola, FL
  • 05/2016 → 04/2017
    Shandy Family Construction
    Kansas City, MO
  • 12/2020 → 09/2021
    Guardian Life Insurance Company
    Jacksonville, FL
  • 03/2020 → 09/2021
    Park Avenue Securities
    Jacksonville, FL
  • 09/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-03
  • S66 Uniform Combined State Law Examination
    2022-06-03

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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