James M. Meaders

STRATEGIC ADVISERS LLC | Financial Consultant

ALEXANDER, AR

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CRD#: 2215783

Professional summary

James Michael Meaders, who also goes by Mike Meaders, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Alexander, Arkansas and FIDELITY BROKERAGE SERVICES LLC located in Little Rock, Arkansas.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. James has worked at 16 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

I am a Financial Consultant in Arkansas. I work with my clients directly to develop, implement, and maintain financial plans & investment strategies that align both their personal and financial goals. Although there is not a local Investor Center, I can meet with clients by phone, by video-conference and in-person at their office or their home.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Meaders

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Meaders's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

John Brown University

Organizational Management - Business

2005

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 17400 Chenal Parkway Suite 130, Little Rock, AR 72223-5892

RIA

CRD#: 104555

ALEXANDER, AR

Current

February 24, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 17400 Chenal Parkway Suite 130, Little Rock, AR 72223

CRD#: 7784

Little Rock, AR

Past

March 9, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ALEXANDER, AR

Past

February 28, 2017 - February 4, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Little Rock, AR

Past

February 28, 2017 - February 4, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Little Rock, AR

Past

June 13, 2011 - February 10, 2017

BFC PLANNING, INC.

RIA

CRD#: 119682

BRYNAT, AR

Past

June 13, 2011 - February 10, 2017

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

BRYANT, AR

Past

February 18, 2010 - June 21, 2011

ST. BERNARD FINANCIAL SERVICES, INC.

RIA

CRD#: 36956

BRYANT, AR

Past

January 23, 2008 - June 21, 2011

ST. BERNARD FINANCIAL SERVICES, INC.

CRD#: 36956

BRYANT, AR

Past

May 13, 2005 - December 20, 2007

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

BENTON, AR

Past

May 13, 2005 - December 20, 2007

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

BENTON, AR

Past

August 3, 2004 - May 17, 2005

ARVEST WEALTH MANAGEMENT

CRD#: 42057

LOWELL, AR

Past

December 1, 2001 - July 13, 2004

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

January 11, 2001 - December 1, 2001

FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

MORRIS PLAINS, NJ

Past

March 27, 2000 - January 9, 2001

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

January 3, 2000 - March 28, 2000

FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

MORRIS PLAINS, NJ

Past

January 4, 1999 - January 3, 2000

MERCANTILE INVESTMENT SERVICES, INC.

CRD#: 19908

ST. LOUIS, MO

Past

October 15, 1997 - January 4, 1999

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

February 22, 1996 - May 14, 1996

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

March 16, 1994 - September 14, 1994

ICBA SECURITIES

CRD#: 24088

MEMPHIS, TN

Past

March 12, 1994 - September 14, 1994

VINING-SPARKS IBG, LLC

CRD#: 27502

MEMPHIS, TN

Past

March 17, 1992 - July 13, 1992

POWELL & SATTERFIELD, INC.

CRD#: 7030

LITTLE ROCK, AR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/28/2024)

Arkansas
(2/28/2022)

IAR

Arkansas
(3/31/2025)

Colorado
(7/29/2024)

Florida
(2/16/2024)

Illinois
(3/27/2023)

Kansas
(5/6/2024)

Louisiana
(10/2/2023)

Mississippi
(3/25/2022)

Missouri
(7/22/2024)

New Hampshire
(5/7/2024)

Pennsylvania
(10/2/2023)

South Carolina
(3/5/2024)

Tennessee
(3/25/2022)

Texas
(3/24/2022)

IAR

Texas
(3/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/23/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/1992

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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James M. Meaders

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Meaders's CRS (Customer Relationship Summary).

Certified licenses

Education

John Brown University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

BFC PLANNING, INC.

SECURITIES MANAGEMENT & RESEARCH, INC.

ST. BERNARD FINANCIAL SERVICES, INC.

ST. BERNARD FINANCIAL SERVICES, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

ARVEST WEALTH MANAGEMENT

U.S. BANCORP INVESTMENTS, INC.

FIRSTAR INVESTMENT SERVICES,INC.

INVESTMENT PROFESSIONALS, INC.

FIRSTAR INVESTMENT SERVICES,INC.

MERCANTILE INVESTMENT SERVICES, INC.

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

ICBA SECURITIES

VINING-SPARKS IBG, LLC

POWELL & SATTERFIELD, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2004

Series 63

Date: 3/23/1992

SIE

Date: 10/1/2018

Series 7

Date: 3/16/1992

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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