Benjamin Adkins, financial advisor Jacksonville FL
90 score

Benjamin Adkins

CRD Number: 6024670
Current Firm: Strategic Advisers, Inc.

Benjamin Adkins (CRD# 6024670) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Jacksonville, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investment Services, LLC Jacksonville, FL Jan 2012 - Current 4
Cathedral Arts Project Jacksonville, FL Oct 2011 - Jan 2012 < 1
Self Employed Jacksonville, FL Jan 2000 - Jan 2012 12
Kipp Impact Middle School Jacksonville, FL Oct 2010 - Apr 2011 < 1
Florida State University Tallahassee, FL Aug 2009 - Apr 2011 1
Florida State University Tallahassee, FL Aug 2009 - Apr 2011 1
Terry Parker High School Jacksonville, FL Aug 2010 - Nov 2010 < 1
Neptune Baptist Church Jacksonville, FL Oct 2007 - Aug 2009 1
First Coast Community Music School Jacksonville, FL Aug 2007 - Jul 2009 1
University Of North Florida Drumline Jacksonville, FL Aug 2005 - Jul 2009 3
University Of North Florida Jacksonville, FL Aug 2004 - Jul 2009 4
Disneyland Anaheim, CA May 2008 - Aug 2008 < 1
Nease High School Ponte Vedra, FL Sep 2007 - Apr 2008 < 1
Bolles Middle School Jacksonville, FL Aug 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Benjamin R. Adkins
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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