James Cogdell Bradshaw
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedMay 2025 to Jun 2025
- The University of OklahomaAug 2024 to May 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- The University of OklahomaAug 2023 to Jun 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- The University of OklahomaAug 2022 to Jun 2023
- Man-edge PropertiesJun 2022 to Aug 2022
- -the University of OklahomaAug 2021 to Jun 2022
- West University Place Colonial Park PoolMay 2021 to Aug 2021
- -strake Jesuit College PreparatoryAug 2020 to May 2021
- West University Place Colonial Park PoolMay 2020 to Aug 2020
- -strake Jesuit College PreparatoryAug 2019 to May 2020
- West University Place Colonial Park PoolMay 2019 to Aug 2019
- -strake Jesuit College PreparatoryAug 2018 to May 2019
- West University Place Colonial Park PoolMay 2018 to Aug 2018
- -strake Jesuit College PreparatoryAug 2017 to May 2018
- Trafton AcademyJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8117875
- Firm CRD
- 104555