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James Fleager

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
Camargo Club Cincinnati OH 05/2003 11/2022
Sprint Mason OH 07/2017 09/2017
Verizon Wireless Cincinnati OH 11/2008 11/2016
Fidelity Investments Covington KY 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2003 → 11/2022
    Camargo Club
    Cincinnati, OH
  • 07/2017 → 09/2017
    Sprint
    Mason, OH
  • 11/2008 → 11/2016
    Verizon Wireless
    Cincinnati, OH
  • 08/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-128892|OrgNmn:Camargo Club|Org Addr:Cincinnati,Ohio,US|OBA Nature:Serving food/drink to club mem|Invst Rel:N|Title:Bartender|Duties:Server/Bartender|StrtDt:04-10-26|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-31
  • S66 Uniform Combined State Law Examination
    2023-05-31
Other Names
  • James Anthony Fleager
  • Jim Fleager
  • James Fleager

View on SEC IAPD

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DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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