James D. Beaulieu
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
SAN ANTONIO, TX
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CRD#: 6145933
Professional summary
James D Beaulieu, CFP®, who also goes by James Donald Beaulieu, James Beaulieu, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Antonio, Texas and FIDELITY BROKERAGE SERVICES LLC located in San Antonio, Texas.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. James has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I work with affluent families in the San Antonio area to co-create comprehensive financial plans, then develop individualized strategies to make those plans a reality. I meet with my clients in office, remotely, virtually, and by phone. What stands out most about my practice is my dedication, authenticity, and desire to make a positive impact in the lives of those around me.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Donald Beaulieu | James Beaulieu
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.
CRS (Client Relationship Summary) - RIA
Click below to view James D Beaulieu'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®
Education
California State University
Bachelor - Economics
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392RIA
CRD#: 104555
SAN ANTONIO, TX
Current
August 31, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 139 North Loop 1604 East, #103, San Antonio, TX 78232BD
CRD#: 7784
San Antonio, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN ANTONIO, TX
Past
September 8, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LARKSPUR, CA
Past
January 11, 2017 - August 23, 2017
TD AMERITRADE, INC.
RIA
CRD#: 7870
SAN FRANCISCO, CA
Past
January 11, 2017 - August 23, 2017
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
San Francisco, CA
Past
January 11, 2017 - August 23, 2017
TD AMERITRADE, INC.
BD
CRD#: 7870
SAN FRANCISCO, CA
Past
March 18, 2016 - December 8, 2016
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
CORTE MADERA, CA
Past
July 13, 2015 - December 8, 2016
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
CORTE MADERA, CA
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(1/6/2024)
RR
Alaska(1/6/2024)
RR
Arizona(8/31/2017)
RR
Arkansas(1/6/2024)
RR
California(8/31/2017)
IAR
California(3/31/2025)
RR
Colorado(10/30/2019)
RR
Connecticut(1/6/2024)
RR
Delaware(1/6/2024)
RR
District of Columbia(1/6/2024)
RR
Florida(10/23/2018)
RR
Georgia(1/6/2024)
RR
Hawaii(1/3/2018)
RR
Idaho(10/30/2019)
RR
Illinois(1/3/2018)
RR
Indiana(1/6/2024)
RR
Iowa(1/6/2024)
RR
Kansas(1/6/2024)
RR
Kentucky(1/6/2024)
RR
Louisiana(11/18/2021)
RR
Maine(1/6/2024)
RR
Maryland(6/30/2021)
RR
Massachusetts(2/8/2019)
RR
Michigan(1/6/2024)
RR
Minnesota(1/6/2024)
RR
Mississippi(1/6/2024)
RR
Missouri(1/6/2024)
RR
Montana(10/8/2021)
RR
Nebraska(1/6/2024)
RR
Nevada(8/31/2017)
RR
New Hampshire(1/6/2024)
RR
New Jersey(10/30/2019)
RR
New Mexico(1/6/2024)
RR
New York(5/29/2019)
RR
North Carolina(10/30/2019)
RR
North Dakota(1/6/2024)
RR
Ohio(1/6/2024)
RR
Oklahoma(6/4/2021)
RR
Oregon(8/31/2017)
RR
Pennsylvania(10/30/2019)
RR
Puerto Rico(1/6/2024)
RR
Rhode Island(1/6/2024)
RR
South Carolina(1/6/2024)
RR
South Dakota(1/6/2024)
RR
Tennessee(10/30/2019)
RR
Texas(10/30/2019)
IAR
Texas(3/31/2025)
RR
Utah(5/29/2019)
RR
Vermont(2/12/2021)
RR
Virgin Islands(1/6/2024)
RR
Virginia(4/23/2020)
RR
Washington(10/30/2019)
RR
West Virginia(1/6/2024)
RR
Wisconsin(11/29/2022)
RR
Wyoming(1/6/2024)
Exams
State Security Law Exam
State Security Law 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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555San Antonio, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
