Roberta J James

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

• 02/2016 → 12/2018
  Morgan Stanley Smith Barney Llc
  Tampa, FL
• 01/2019 → 01/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Clearwater, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-02-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Clearwater, FL
• 2014-05-22 → 2020-01-21
  Morgan Stanley
  Tampa, FL
  South Jordan, UT
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-05-21
• S63 Uniform Securities Agent State Law Examination
  2011-07-10

Other Names

• Roberta Jenkins
• Roberta Jenkins
• Roberta Jenkins
• Roberta J James
• Roberta James