James Long

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Englewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Greenwood Village	CO	07/2022	Present
Topo Designs	Denver	CO	03/2022	07/2022
H5H Media	Denver	CO	02/2022	04/2022
Alation Media	Denver	CO	01/2022	02/2022
Lionsgate	Sun Valley	CA	07/2021	12/2021
Unemployed	Northridge	CA	04/2021	07/2021
Warner Brothers	Burbank	CA	03/2020	04/2021
Vans	Atlanta	GA	08/2019	02/2020
Brian Gaukel Productions Llc	Kennesaw	GA	06/2019	01/2020
Georgia State University	Atlanta	GA	12/2015	05/2019
Taco Mac	Kennesaw	GA	07/2018	12/2018
Camp Swamp	Union Point	GA	11/2015	01/2018
Fidelity Investments	Boston	MA	03/2025	Present

07/2022 → Present

Fidelity Investments

Greenwood Village, CO
03/2022 → 07/2022

Topo Designs

Denver, CO
02/2022 → 04/2022

H5H Media

Denver, CO
01/2022 → 02/2022

Alation Media

Denver, CO
07/2021 → 12/2021

Lionsgate

Sun Valley, CA
04/2021 → 07/2021

Unemployed

Northridge, CA
03/2020 → 04/2021

Warner Brothers

Burbank, CA
08/2019 → 02/2020

Vans

Atlanta, GA
06/2019 → 01/2020

Brian Gaukel Productions Llc

Kennesaw, GA
12/2015 → 05/2019

Georgia State University

Atlanta, GA
07/2018 → 12/2018

Taco Mac

Kennesaw, GA
11/2015 → 01/2018

Camp Swamp

Union Point, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-26
S63	Uniform Securities Agent State Law Examination	2022-11-07

S66 Uniform Combined State Law Examination

2023-07-26
S63 Uniform Securities Agent State Law Examination

2022-11-07

Other Names

James Matthew Long

View on SEC IAPD