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James Colton Graham

Strategic Advisers LLC

The Woodlands, TX

The Woodlands, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

The Woodlands, TX • 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 The Woodlands TX 02/2023 Present
Starbucks The Woodlands TX 04/2021 12/2022
Chick Fil A The Woodlands TX 08/2020 04/2021
Unemployed The Woodlands / Mont Belvieu TX 02/2013 08/2020
Elective Home Education The Woodlands TX 08/2012 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    The Woodlands, TX
  • 04/2021 → 12/2022
    Starbucks
    The Woodlands, TX
  • 08/2020 → 04/2021
    Chick Fil A
    The Woodlands, TX
  • 02/2013 → 08/2020
    Unemployed
    The Woodlands / Mont Belvieu, TX
  • 08/2012 → 05/2021
    Elective Home Education
    The Woodlands, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
S63 Uniform Securities Agent State Law Examination 2023-06-23
  • S66 Uniform Combined State Law Examination
    2024-11-11
  • S63 Uniform Securities Agent State Law Examination
    2023-06-23

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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