Roberta J. James
STRATEGIC ADVISERS LLC | Financial Consultant, Branches
WESLEY CHAPEL, FL
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CRD#: 5611368
Professional summary
Roberta J James, who also goes by Roberta Jenkins, Roberta James, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wesley Chapel, Florida and FIDELITY BROKERAGE SERVICES LLC located in Tampa, Florida.
Roberta is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Roberta has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Transparency, trust, and dedication is my commitment to you. I partner with individuals, families, and business owners who seek to better their personal vision of success and family goals by simplifying their overall wealth needs. My team and I collaborate with you in planning for today, tomorrow, and beyond.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Roberta Jenkins | Roberta James
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-111026|OrgNmn:Women's Leadership and Development|Org Addr:Tampa,Florida,US|OBA Nature:Resources and tools for workin|Invst Rel:N|Title:Sole Proprietor|Duties:Faciliate events and create content to help with related topics|StrtDt:08-01-24|TotHrs/mon:6|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Roberta J James'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®
NoneEducation
Penn State University
Bachelor of Arts (BA) - Communications
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3000 Bayport Dr Ste 800, Tampa, FL 33607-8402RIA
CRD#: 104555
WESLEY CHAPEL, FL
Current
February 10, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3000 Bayport Dr - Ste 800, Tampa, FL 33607-8402BD
CRD#: 7784
TAMPA, FL
Past
February 13, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CLEARWATER, FL
Past
May 22, 2014 - January 21, 2020
MORGAN STANLEY
RIA
CRD#: 149777
TAMPA, FL
Past
July 8, 2013 - January 21, 2020
MORGAN STANLEY
BD
CRD#: 149777
TAMPA, FL
Past
May 17, 2011 - February 5, 2013
M&T SECURITIES, INC.
BD
CRD#: 17358
YORK, PA
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
Alaska(7/19/2024)
RR
Colorado(11/16/2020)
RR
Florida(2/10/2020)
IAR
Florida(3/31/2025)
RR
Georgia(2/10/2020)
RR
Illinois(8/8/2020)
RR
Indiana(9/9/2022)
RR
Louisiana(4/23/2020)
RR
Michigan(2/12/2021)
RR
Mississippi(5/3/2024)
RR
Missouri(5/19/2021)
RR
Nevada(5/27/2020)
RR
New Jersey(2/10/2020)
RR
New Mexico(6/29/2023)
RR
New York(2/10/2020)
RR
North Carolina(9/18/2020)
RR
Ohio(5/3/2021)
RR
Pennsylvania(3/5/2020)
RR
Rhode Island(1/4/2025)
RR
South Carolina(1/4/2025)
RR
Texas(2/10/2020)
IAR
Texas(3/31/2025)
RR
Virgin Islands(1/4/2025)
RR
Virginia(5/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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Company Information
STRATEGIC ADVISERS LLC
Financial Consultant, BranchesCRD#: 104555Wesley Chapel, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
