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James Mcpherson

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-07
KY RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • OH RA
    APPROVED
    Since 2025-07-07
  • KY RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Thirsty Monk Brewpub Denver CO 04/2018 03/2020
University Of Colorado Denver Co CO 10/2016 05/2017
Unemployed Denver CO 09/2020 11/2020
Wanco Inc. Arvada CO 09/2017 11/2017
Habit Doughnut Dispensary Denver CO 05/2016 10/2016
Fidelity Investments Covington KY 06/2024 Present
Unemployed Denver CO 03/2020 06/2020
Unemployed Denver CO 07/2020 08/2020
Rhinegeist Brewery Cincinnati OH 02/2022 06/2024
Unemployed Denver CO 11/2017 04/2018
Wooly Pig Farm Brewery Fresno OH 11/2020 02/2022
Ratio Beerworks Denver CO 08/2020 09/2020
Unemployed Denver CO 05/2017 09/2017
4 Noses Brewing Company Broomfield CO 06/2020 07/2020
  • 04/2018 → 03/2020
    Thirsty Monk Brewpub
    Denver, CO
  • 10/2016 → 05/2017
    University Of Colorado Denver
    Co, CO
  • 09/2020 → 11/2020
    Unemployed
    Denver, CO
  • 09/2017 → 11/2017
    Wanco Inc.
    Arvada, CO
  • 05/2016 → 10/2016
    Habit Doughnut Dispensary
    Denver, CO
  • 06/2024 → Present
    Fidelity Investments
    Covington, KY
  • 03/2020 → 06/2020
    Unemployed
    Denver, CO
  • 07/2020 → 08/2020
    Unemployed
    Denver, CO
  • 02/2022 → 06/2024
    Rhinegeist Brewery
    Cincinnati, OH
  • 11/2017 → 04/2018
    Unemployed
    Denver, CO
  • 11/2020 → 02/2022
    Wooly Pig Farm Brewery
    Fresno, OH
  • 08/2020 → 09/2020
    Ratio Beerworks
    Denver, CO
  • 05/2017 → 09/2017
    Unemployed
    Denver, CO
  • 06/2020 → 07/2020
    4 Noses Brewing Company
    Broomfield, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
S63 Uniform Securities Agent State Law Examination 2024-09-17
  • S66 Uniform Combined State Law Examination
    2025-06-25
  • S63 Uniform Securities Agent State Law Examination
    2024-09-17

View on SEC IAPD

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