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James Joseph Hayden

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7584937

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-07
GA RA APPROVED 2025-11-07
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-11-07
  • GA RA
    APPROVED
    Since 2025-11-07
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jacksonville, 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
OrganizationCityStateFromTo
United States Navy Groton CT 05/2013 05/2018
University Of New Haven West Haven CT 08/2018 01/2021
University Of New Haven West Haven CT 01/2021 05/2022
Fidelity Investments Greenwich CT 06/2022 Present
Unemployed New London CT 05/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 05/2018
    United States Navy
    Groton, CT
  • 08/2018 → 01/2021
    University Of New Haven
    West Haven, CT
  • 01/2021 → 05/2022
    University Of New Haven
    West Haven, CT
  • 06/2022 → Present
    Fidelity Investments
    Greenwich, CT
  • 05/2018 → 08/2018
    Unemployed
    New London, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-05
S63 Uniform Securities Agent State Law Examination 2022-10-14
  • S66 Uniform Combined State Law Examination
    2023-05-05
  • S63 Uniform Securities Agent State Law Examination
    2022-10-14

View on SEC IAPD

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