James Baumgardner
Financial advisor at Strategic Advisers LLC · Timnath, CO
Last updated 2026-10-10
Claim your profileJames Baumgardner is a financial advisor at Strategic Advisers LLC in Timnath, CO, CRD 6737361. Licenses and exams on the registration: Series 63, Series 66. First registered 2018-02-26.
Registration
- CRD number
- 6737361
- Registration status
- Active
- First registered
- 2018-02-26
- Years of experience
- 10
- States registered
- CO, TX
Licenses and exams
- Series 63
- Series 66
Designations
- Certified Financial Planner
Work history
- 2016-08 to 2016-12 · Colorado Christian University · Lakewood, CO
- 2016-12 to Present · Fidelity Brokerage Services LLC · Greenwood Village, CO
- 2018-07 to Present · Fidelity Personal and Workplace Advisors · Boston, MA
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
Timnath, CO
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you James Baumgardner?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.