Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
15yrs
William Uhlemeyer has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Jacksonville, Florida. After seven years at Fidelity Personal and Workplace Advisors and three years at Organized Financial Solutions, William joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 74% of advisors at Strategic Advisers
Office4601 Touchton Rd East, Building 400, Jacksonville, FL 32246
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jun 2018 – Jul 2018Strategic Advisers LLCPreviously
- 2013 – 2016Organized Financial Solutions L.L.C.Previously
Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Strategic Advisers at (617) 563-7000 and ask for William Uhlemeyer. William works from the Jacksonville, FL office.
How long has William been a financial advisor?
William has been in the industry since 2012, about 15 years. More experience than 74% of advisors at Strategic Advisers.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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