Joshua Aaron Spainhour

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

• 09/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2022 → 09/2022
  Fifth Third Bank
  Raleigh, NC
• 08/2021 → 09/2022
  Rhino Sports Entertainment
  Lynchburg, VA
• 12/2019 → 03/2022
  Truist
  South Boston, VA
• 07/2018 → 03/2022
  Quality Oil Company
  South Boston, VA
• 04/2020 → 11/2021
  Food Lion
  Brookneal, VA
• 08/2018 → 03/2019
  Dollar General
  South Boston, VA
• 06/2018 → 08/2018
  Taco Bell
  South Boston, VA
• 01/2018 → 06/2018
  Bistro 1888
  South Boston, VA
• 10/2017 → 01/2018
  Sobo Burger
  South Boston, VA
• 10/2016 → 05/2017
  Life Push
  Danville, VA
• 02/2017 → 03/2017
  Mid Atlantic Test And Balancing
  South Boston, VA
• 12/2015 → 02/2017
  Suntrust
  South Boston, VA
• 03/2017 → 10/2017
  Spainhour Diner
  Scottsburg, VA
• 11/2016 → 01/2017
  Liberty University
  Danville, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-05-10

Other Names

• Joshua Aaron Spainhour
• Joshua Spainhour