James Schofer

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

• 07/2013 → Present
  Fidelity Brokerage Services Llc
  Smithfield, RI
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Boston, MA
  New York, NY
• 2015-07-07 → 2018-07-13
  Strategic Advisers Llc
  Smithfield, RI
  Boston, MA
• 2012-10-01 → 2013-07-23
  J.P. Morgan Securities Llc
  New York, NY
• 2008-03-31 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
• 1998-04-24 → 2008-01-07
  Mutual Service Corporation
  Boston, MA
  West Palm Beach, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-12-23
• S65 Uniform Investment Adviser Law Examination
  2001-02-07

Other Names

• James Thomas Schofer