JAMES MATTHEW CHASE is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2014-11-19 | 2018-07-13 | — |
| TD AMERITRADE, INC. | 2010-06-09 | 2014-10-15 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2010-06-09 | 2014-01-08 | — |
| STRATEGIC ADVISERS LLC | 2006-10-27 | 2010-05-19 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2005-03-11 | 2006-07-24 | — |