James Joseph Duddey

Current Employers

Employment History

• 01/2016 → 09/2016
  Bluestone Investment Banking Group
  Denver, CO
• 05/2018 → 08/2018
  Us Sterling Secuirites Inc.
  Hauppauge, NY
• 01/2016 → 09/2016
  Enspire Investments
  Mimia, FL
• 10/2016 → 08/2017
  Not Employed
  Miami, FL
• 08/2017 → 10/2022
  Strategic Distributions Pllc
  Miami, FL
• 01/2019 → 10/2020
  Partnervest Advisory Services, Llc.
  Santa Barbara, CA
• 10/2018 → 03/2019
  Elysian Capital Markets Group, Llc.
  Rancho Santa Margarita, CA
• 05/2019 → 08/2021
  Mit Associates, Llc
  Santa Barbara, CA
• 10/2020 → 12/2021
  Changepath, Llc
  Leawood, KS
• 12/2021 → 10/2022
  Innovation Partners Llc
  Charlotte, NC
• 12/2021 → 10/2022
  Ip Financial Advisory Services Llc
  Charlotte, NC
• 10/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Miami, FL
• 2021-12-20 → 2022-10-26
  Ip Financial Advisory Services Llc
  Miami, FL
  Charlotte, NC
• 2020-10-29 → 2021-12-09
  Creativeone Wealth, Llc
  Miami, FL
  Overland Park, KS
• 2019-01-28 → 2020-11-09
  Partnervest Advisory Services Llc
  Miami, FL
  Santa Barbara, CA
• 2018-10-23 → 2019-04-10
  Elysian Capital
  Miami, FL
  Rancho Santa Margarita, CA
• 2015-02-10 → 2016-01-04
  Cedar Capital, Llc
  Glen Ellyn, IL
• 2014-06-13 → 2015-01-02
  Good Harbor Financial
  Barrington, IL
  Miami, FL

Other Businesses

OBA-123814|OrgNmn:1060 Brickell Condominium Association|Org Addr:Miami,Florida,US|OBA Nature:576 Residence and 16 Commercia|Invst Rel:N|Title:Director|Duties:Board Director and Budget Committee participant|StrtDt:11-30-25|TotHrs/mon:12|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-03
• S63 Uniform Securities Agent State Law Examination
  1996-11-21

Other Names

• James J Duddey
• Jim Duddey
• James J Duddey
• James Joseph Duddey
• James Joseph Duddey