James T Van Nice

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

• 03/2018 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL
• 01/2016 → 12/2017
  University Of North Georgia
  Dahlonega, GA
• 03/2018 → 07/2019
  Bank Of America, N.A.
  Jupiter, FL
• 08/2019 → 07/2021
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 08/2019 → 07/2021
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 07/2021 → Present
  Fidelity Investments
  Palm Beach Gardens, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-09-13 → 2021-07-08
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Lake Worth, FL
• 2018-09-05 → 2019-07-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-08-31

Other Names

• James Van Nice
• James Tyler Van Nice
• James T. Van Nice