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James Cobb

Strategic Advisers LLC

Durham, NC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States

Raleigh, NC • 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
Fortress Financial Partners Raleigh NC 08/2019 06/2020
University Of North Carolina At Wilmington Wilmington NC 01/2018 05/2020
North Carolina General Assembly Raleigh NC 05/2018 07/2019
Full-Time Education Raleigh NC 01/2010 05/2020
Fidelity Investments Durham NC 09/2021 Present
Fortress Financial Partners Raleigh NC 06/2020 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 06/2020
    Fortress Financial Partners
    Raleigh, NC
  • 01/2018 → 05/2020
    University Of North Carolina At Wilmington
    Wilmington, NC
  • 05/2018 → 07/2019
    North Carolina General Assembly
    Raleigh, NC
  • 01/2010 → 05/2020
    Full-Time Education
    Raleigh, NC
  • 09/2021 → Present
    Fidelity Investments
    Durham, NC
  • 06/2020 → 09/2021
    Fortress Financial Partners
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2020-12-21 → 2021-09-02
    Fortress Private Ledger, Llc
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-21
  • S66 Uniform Combined State Law Examination
    2020-12-21
Other Names
  • James Thompson Cobb
  • James T Cobb

View on SEC IAPD

Other Firms

BRYANT & BRANNOCK, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC
EDWARD JONES · DURHAM, NC

More in Durham, NC

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