JW
James K. Wilson
STRATEGIC ADVISERS LLC
FAYETTEVILLE, NC
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CRD#: 4829729
JW
Professional summary
James Kory Wilson, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fayetteville, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. James has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OBA-88827|OrgNmn:Turo|Org Addr:Fayettevil,North Caro,US|OBA Nature:I would use the app to adverti|Invst Rel:N|Title:Independent Contractor|Duties:Have my car available for others to pick it up to use. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:1|OBA-16392|OrgNmn:N&O Lawn Service|Org Addr:Upper Marl,Maryland,US|OBA Nature:Provide Lawn services in our l|Invst Rel:N|Title:Owner|Duties:Help my children with cutting the grass of neighbors yards in our neighborhood.|StrtDt:09-08-20|TotHrs/mon:2|TrdHrs/mon:0|OBA-17383|OrgNmn:LIKO, LLC|Org Addr:Charlotte,North Caro,US|OBA Nature:Invest in Real Estate Property|Invst Rel:Y|Title:Owner|Duties:Find a property, find Tenants and Collect Rents|StrtDt:09-08-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-17449|OrgNmn:St. James Oscar, LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Invest in rental real estate p|Invst Rel:Y|Title:Owner|Duties:Find a property and tenants|StrtDt:09-08-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-17450|OrgNmn:NIDO Real Estate, LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Investment in Residential Real|Invst Rel:Y|Title:Owner|Duties:Find property and rent to tenants.|StrtDt:12-22-20|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view James Kory Wilson's 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®
CFP®
Start date: 2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FAYETTEVILLE, NC
Current
November 15, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
November 25, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALEXANDRIA, VA
Past
December 15, 2008 - May 23, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WASHINGTON, DC
Past
December 5, 2008 - May 14, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WASHINGTON, DC
Past
October 21, 2004 - November 19, 2008
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
FALLS CHURCH, VA
Past
September 17, 2004 - November 19, 2008
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
FALLS CHURCH, VA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(2/24/2021)
RR
Delaware(11/19/2019)
RR
District of Columbia(11/15/2019)
RR
Florida(11/19/2019)
RR
Illinois(5/31/2024)
RR
Maryland(11/15/2019)
RR
Missouri(6/15/2021)
RR
New Jersey(11/19/2019)
RR
New York(11/19/2019)
RR
North Carolina(11/19/2019)
IAR
North Carolina(3/31/2025)
RR
Ohio(2/3/2021)
RR
Pennsylvania(11/19/2019)
RR
South Carolina(3/21/2024)
RR
Texas(6/30/2021)
IAR
Texas(3/31/2025)
RR
Virginia(11/15/2019)
IAR
Virginia(3/31/2025)
RR
West Virginia(8/31/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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 |
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.
