James Mcpherson
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Rhinegeist BreweryFeb 2022 to Jun 2024
- Wooly Pig Farm BreweryNov 2020 to Feb 2022
- UnemployedSep 2020 to Nov 2020
- Ratio BeerworksAug 2020 to Sep 2020
- UnemployedJul 2020 to Aug 2020
- 4 Noses Brewing CompanyJun 2020 to Jul 2020
- UnemployedMar 2020 to Jun 2020
- Thirsty Monk BrewpubApr 2018 to Mar 2020
- UnemployedNov 2017 to Apr 2018
- Wanco Inc.Sep 2017 to Nov 2017
- UnemployedMay 2017 to Sep 2017
- University of Colorado DenverOct 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7948129
- Firm CRD
- 104555