JAMES K. MA is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-10-05 | 2025-03-31 | — |
| J.P. MORGAN SECURITIES LLC | 2015-03-03 | 2022-09-03 | — |
| LPL FINANCIAL LLC | 2013-08-19 | 2013-10-29 | — |
| CAPITAL ONE FINANCIAL ADVISORS LLC | 2004-01-14 | 2013-05-20 | — |
| ESSEX NATIONAL SECURITIES, LLC | 2003-10-31 | 2004-09-01 | — |