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James Markley

Strategic Advisers LLC

Beavercreek, OH

Mason, OH

Beavercreek, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4389 Walnut St., Beavercreek, OH 45440-1491 • United States

Mason, OH • United States

70 Birch Alley Suite 240, Beavercreek, OH 45440-1477 • 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
Amtel Llc Cincinnati OH 07/2016 08/2019
Raymond James And Associates, Inc Cincinnati OH 08/2019 06/2022
Fidelity Investments Dayton OH 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 08/2019
    Amtel Llc
    Cincinnati, OH
  • 08/2019 → 06/2022
    Raymond James And Associates, Inc
    Cincinnati, OH
  • 06/2022 → Present
    Fidelity Investments
    Dayton, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-20
  • S66 Uniform Combined State Law Examination
    2019-11-20
Other Names
  • James Arch Markley
  • James A Markley
  • James Arch Markley

View on SEC IAPD

Other Firms

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EDWARD JONES
G. A. REPPLE & COMPANY
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Other Investors

DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN

Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

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