James R Arnold
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Redding's Ultimate PizzaAug 2023 to Jul 2024
- Crossroads Veterinary ClinicSep 2022 to Jul 2023
- Redding's Ultimate PizzaOct 2020 to Aug 2022
- Dutch BROS.Sep 2018 to Oct 2020
- Gold Hills Golf CourseJun 2018 to Aug 2018
- StarbucksApr 2018 to Aug 2018
- UnemployedJul 2017 to Jun 2018
- Gold Hills Golf CourseJun 2017 to Aug 2017
- UnemployedApr 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7974049
- Firm CRD
- 104555