Jason Watters, financial advisor La Mesa CA

Jason Watters

CRD Number: 6254712
Current Firm: Creative Planning

Jason Watters (CRD# 6254712) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 5 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Creative Planning, LLC La Mesa, CA Dec 2021 - Current < 1
Reilly Finanical Advisors, LLC La Mesa, CA Aug 2020 - Dec 2021 1
Lpl Financial San Diego, CA Oct 2018 - Aug 2020 1
Reilly Financial Advisors, LLC La Mesa, CA Jul 2016 - Sep 2018 2
Reilly Finanical Advisors, LLC La Mesa, CA Nov 2014 - Oct 2016 1
Lpl Financial San Diego, CA Jul 2014 - Oct 2014 < 1
Cuso Financial San Diego, CA Apr 2014 - Jul 2014 < 1
Lpl Financial San Diego, CA Sep 2013 - Mar 2014 < 1
American Income Life San Diego, CA May 2013 - Sep 2013 < 1
Unemployed Lakeside, CA Jan 2013 - Apr 2013 < 1
Rcp Block & Brick Santee, CA Apr 2012 - Jan 2013 < 1
Unemployed Lakeside, CA Aug 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
S63 Uniform Securities State Law Examination Dec 2018
Contact Info for Jason R. Watters
Phone Number: (866) 909-5148
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    90,034
    MILLIONS
  • Total Number of Accounts
    144,903
    ACCOUNTS
  • Average Account Value
    $621,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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