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James Tanous

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-27
  • TX RA
    APPROVED
    Since 2026-08-27

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246 • United States

Jacksonville, FL • 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
Marco'S Pizza Ocala FL 11/2017 03/2018
Dom Good Pizza Co Ocala FL 04/2018 07/2018
Dom Good Pizza Co Ocala FL 10/2018 11/2019
Winter Park Resort Fraser CO 11/2019 03/2020
Fidelity Investments Jacksonville FL 01/2025 Present
Unemployed Ocala FL 03/2020 08/2021
Unemployed Ocala FL 03/2018 04/2018
Unemployed Ocala FL 05/2017 11/2017
College Orlando FL 08/2021 08/2024
Unemployed Ocala FL 07/2018 10/2018
Carrabba'S Italian Grill The Villages FL 06/2015 04/2017
Kubes Enterprises Inc Ocala FL 10/2022 12/2024
  • 11/2017 → 03/2018
    Marco'S Pizza
    Ocala, FL
  • 04/2018 → 07/2018
    Dom Good Pizza Co
    Ocala, FL
  • 10/2018 → 11/2019
    Dom Good Pizza Co
    Ocala, FL
  • 11/2019 → 03/2020
    Winter Park Resort
    Fraser, CO
  • 01/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2020 → 08/2021
    Unemployed
    Ocala, FL
  • 03/2018 → 04/2018
    Unemployed
    Ocala, FL
  • 05/2017 → 11/2017
    Unemployed
    Ocala, FL
  • 08/2021 → 08/2024
    College
    Orlando, FL
  • 07/2018 → 10/2018
    Unemployed
    Ocala, FL
  • 06/2015 → 04/2017
    Carrabba'S Italian Grill
    The Villages, FL
  • 10/2022 → 12/2024
    Kubes Enterprises Inc
    Ocala, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2025-04-23

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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