James Watson (CRD# 6135255) is an Investment Advisor Representative working at Prudential Financial Planning Services in Olympia, WA and has over 10 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 4636522
Thrivent Investment Management Inc.
CRD# 6403029
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Watson Watson Financial Services | Olympia, WA | May 2016 - Current | 7 |
| Pruco Securities, LLC | Olympia, WA | Dec 2013 - Current | 10 |
| Watson Rossow Insurance And Financial Services | Olympia, WA | May 2016 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
| S63 | Uniform Securities State Law Examination | Jan 2014 |
- TX
- WA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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