James A. Kraft

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

• 06/2023 → 08/2023
  Fidelity Investments, Llc
  Durham, NC
• 01/2022 → 05/2022
  Unemployed
  Raleigh, NC
• 05/2022 → 05/2023
  Janney Montgomery Scott, Llc
  Raleigh, NC
• 08/2023 → 06/2024
  Unemployed
  Raleigh, NC
• 02/2014 → 05/2018
  Unemployed
  Morehead City, NC
• 05/2018 → 01/2022
  West Marine
  Morehead City, NC
• 06/2024 → Present
  Fidelity Investments
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-05-19
• S63 Uniform Securities Agent State Law Examination
  2024-10-04

Other Names

• James Kraft
• James Alexander Kraft
• James A Kraft