Julius Hayes Combes

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 07/2017
  Nike Inc.
  Grapevine, TX
• 01/2018 → 07/2018
  Nike Inc.
  Grapevine, TX
• 12/2018 → 05/2019
  Guaranty Bank & Trust
  Denton, TX
• 01/2019 → 05/2019
  Penske Truck Leasing And Rental
  Fort Worth, TX
• 06/2019 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 08/2017 → 12/2017
  Unemployed
  Denton, TX
• 08/2018 → 12/2018
  Unemployed
  Denton, TX
• 01/2007 → 12/2017
  Unemployed
  Denton, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-07-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-06-29
• S63 Uniform Securities Agent State Law Examination
  2019-09-06

Designations

• Certified Financial Planner

Other Names

• Julius Hayes Combes
• Julius Combes