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James W
CFP®, Series 66
Fayetteville, NC
Fidelity
James Wilson is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Fidelity Investments and has been associated with FIDELITY Brokerage Services LLC since 2008. Outside of his advisory role, Wilson works as an independent contractor using a car-sharing app. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, with oversight that includes delegated management and conflict-of-interest evaluations.
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