James H. Campbell

STRATEGIC ADVISERS LLC | Vice President, Financial Consultant

PORTLAND, OR

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CRD#: 4186843

Professional summary

James H. Campbell, who also goes by James H Campbell, James Howard Campbell, Jim Campbell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portland, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. James has worked at 9 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

Biography

Over the last 20+ years in the industry, I have diverse experience working with individual and corporate clients in helping them to make important financial decisions.  I receive great personal fulfillment by supporting my clients as we build customized plans designed to help them work toward their financial goals. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James H Campbell | James Howard Campbell | Jim Campbell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James H. Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

University of Oregon

Bachelor of Science (BS) - Economics

1998

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224

RIA

CRD#: 104555

PORTLAND, OR

Current

February 25, 2013 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224

CRD#: 7784

Tigard, OR

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

TIGARD, OR

Past

April 15, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TIGARD, OR

Past

January 31, 2012 - November 5, 2012

D.A. DAVIDSON & CO.

RIA

CRD#: 199

PORTLAND, OR

Past

July 28, 2011 - November 5, 2012

D.A. DAVIDSON & CO.

CRD#: 199

PORTLAND, OR

Past

June 13, 2006 - December 15, 2006

TD AMERITRADE, INC.

RIA

CRD#: 7870

PORTLAND, OR

Past

April 22, 2006 - December 15, 2006

TD AMERITRADE, INC.

CRD#: 7870

PORTLAND, OR

Past

May 19, 2005 - December 14, 2005

AMERITRADE ADVISORY SERVICES LLC

RIA

CRD#: 132414

PORTLAND, OR

Past

February 2, 2005 - December 15, 2006

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PORTLAND, OR

Past

January 24, 2005 - April 22, 2006

TD AMERITRADE CLEARING, INC.

CRD#: 5633

PORTLAND, OR

Past

May 18, 2000 - April 2, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(4/23/2020)

Arizona
(1/2/2015)

Arkansas
(1/4/2025)

California
(2/25/2013)

Colorado
(4/23/2020)

Connecticut
(1/5/2018)

Florida
(4/23/2020)

Hawaii
(1/2/2015)

Idaho
(4/23/2020)

Illinois
(5/19/2025)

Iowa
(4/9/2021)

Maryland
(1/5/2024)

Michigan
(8/13/2021)

Minnesota
(3/4/2022)

Missouri
(1/5/2018)

Montana
(1/5/2018)

Nevada
(2/25/2013)

New York
(1/5/2024)

North Carolina
(1/7/2018)

Ohio
(4/24/2020)

Oklahoma
(3/1/2024)

Oregon
(2/25/2013)

IAR

Oregon
(3/31/2025)

Pennsylvania
(7/19/2024)

Rhode Island
(5/6/2022)

Texas
(2/12/2021)

IAR

Texas
(3/31/2025)

Utah
(4/23/2020)

Washington
(2/25/2013)

Wyoming
(1/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/9/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/10/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/2011

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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James H. Campbell

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James H. Campbell's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Oregon

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

AMERITRADE ADVISORY SERVICES LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE CLEARING, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2012

Series 63

Date: 9/9/2011

Series 66

Date: 10/10/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/27/2011

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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