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James Allen Priest

Strategic Advisers LLC

Orange Park, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Orange Park, 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
Fidelity Investments Jacksonville FL 09/2022 Present
Best Buy Jacksonville FL 07/2015 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2015 → 09/2022
    Best Buy
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Orange Park, FL
Other Businesses

OBA-100705|OrgNmn:Best Buy|Org Addr:Jacksonvil,Florida,US|OBA Nature:Retail|Invst Rel:N|Title:Employee|Duties:technology sales and retail sales|StrtDt:07-22-23|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
S63 Uniform Securities Agent State Law Examination 2023-06-23
  • S66 Uniform Combined State Law Examination
    2024-09-30
  • S63 Uniform Securities Agent State Law Examination
    2023-06-23
Other Names
  • James Allen Priest
  • James A Priest

View on SEC IAPD

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