James Barron

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Avalon, NJ • 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

Organization	City	State	From	To
New Horizons Wealth Managment	Florham Park	NJ	12/2017	12/2019
Aon Risk Solutions	New York	NY	06/2017	12/2017
Binghamton University	Vestal	NY	09/2014	06/2017
Charles Schwab & Co., Inc.	Austin	TX	01/2020	04/2021
Unemployed	Round Rock	TX	05/2021	12/2021
Fidelity Investments	Westlake	TX	12/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2017 → 12/2019

New Horizons Wealth Managment

Florham Park, NJ
06/2017 → 12/2017

Aon Risk Solutions

New York, NY
09/2014 → 06/2017

Binghamton University

Vestal, NY
01/2020 → 04/2021

Charles Schwab & Co., Inc.

Austin, TX
05/2021 → 12/2021

Unemployed

Round Rock, TX
12/2021 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-01-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2020-01-30 → 2021-04-23

Charles Schwab & Co., Inc.

Austin, TX
2019-04-23 → 2019-12-31

World Investments, Llc

Cedar Knolls, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-22

S66 Uniform Combined State Law Examination

2019-04-22

Other Names

James Barron
James Stephen Barron

View on SEC IAPD

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