James M. Boughter

Strategic Advisers LLC

Jacksonville Beach, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Jacksonville Beach, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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

Organization	City	State	From	To
Fidelity Brokerage Services, Inc.	Merrimack	NH	08/1998	Present
Strategic Advisers	Boca Raton	FL	08/1998	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/1998 → Present

Fidelity Brokerage Services, Inc.

Merrimack, NH
08/1998 → Present

Strategic Advisers

Boca Raton, FL
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

Jacksonville, FL

Jacksonville Beach, FL
2003-08-19 → 2018-07-13

Strategic Advisers Llc

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-07-11
S63	Uniform Securities Agent State Law Examination	1998-12-12

S66 Uniform Combined State Law Examination

2003-07-11
S63 Uniform Securities Agent State Law Examination

1998-12-12

Designations

Other Names

Jim Boughter
James Michael Boughter

View on SEC IAPD

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