Best Investors Account Sign in

James Edward Louko

Strategic Advisers LLC

Portsmouth, NH

Exeter, NH

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States

Exeter, NH • 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
The Motley Fool Alexandria VA 08/2021 01/2023
Saint Joseph'S College Standish ME 06/2019 03/2020
Unemployed Raymond ME 11/2013 06/2017
Westbrook Community Center Westbrook ME 06/2019 08/2019
Windham High School Windham ME 08/2016 05/2020
Saint Anselm College Manchester NH 08/2020 05/2024
Frye'S Leap Cafe Standish ME 06/2017 08/2019
Hannaford Windham ME 03/2020 08/2021
Linguado Miami FL 06/2022 08/2022
Ameriprise Financial Services, Llc Bedford NH 02/2023 05/2024
Fidelity Investments Nashua NH 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 01/2023
    The Motley Fool
    Alexandria, VA
  • 06/2019 → 03/2020
    Saint Joseph'S College
    Standish, ME
  • 11/2013 → 06/2017
    Unemployed
    Raymond, ME
  • 06/2019 → 08/2019
    Westbrook Community Center
    Westbrook, ME
  • 08/2016 → 05/2020
    Windham High School
    Windham, ME
  • 08/2020 → 05/2024
    Saint Anselm College
    Manchester, NH
  • 06/2017 → 08/2019
    Frye'S Leap Cafe
    Standish, ME
  • 03/2020 → 08/2021
    Hannaford
    Windham, ME
  • 06/2022 → 08/2022
    Linguado
    Miami, FL
  • 02/2023 → 05/2024
    Ameriprise Financial Services, Llc
    Bedford, NH
  • 06/2024 → Present
    Fidelity Investments
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
  • S66 Uniform Combined State Law Examination
    2024-05-24
Other Names
  • Jamie Edward Louko
  • James Edward Louko
  • James Louko
  • James E Louko

View on SEC IAPD

Other Firms

CHARTER OAK CAPITAL MANAGEMENT
NVEST FINANCIAL, LLC
DAVID WENDELL ASSOCIATES, INC.
KWM FINANCIAL LLC
GOLDEN FINANCIAL SERVICES
ESTATE PLANNERS OF NEW ENGLAND, LLC
PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

More in Portsmouth, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor