James Edward Louko
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Ameriprise Financial Services, LLCFeb 2023 to May 2024
- LinguadoJun 2022 to Aug 2022
- The Motley FoolAug 2021 to Jan 2023
- Saint Anselm CollegeAug 2020 to May 2024
- HannafordMar 2020 to Aug 2021
- Saint Joseph's CollegeJun 2019 to Mar 2020
- Westbrook Community CenterJun 2019 to Aug 2019
- Frye's Leap CafeJun 2017 to Aug 2019
- Windham High SchoolAug 2016 to May 2020
- UnemployedNov 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7695917
- Firm CRD
- 104555