James Watts (CRD# 2482375) is an Investment Advisor Representative working at Wealthcare Asset Management, LLC in Springfield, MO and has over 29 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Corporation | Srpingfield, MO | Jan 2022 - Current | 2 |
| American Tax Strategies, LLC | Springfield, MO | Nov 2016 - Current | 7 |
| Wealthcare Asset Management, LLC | Springfield, MO | Jan 2014 - Current | 10 |
| Property Partners, LLC | Springfield, MO | Sep 2010 - Current | 13 |
| Ingram Mill Investments, LLC | Springfield, MO | Jan 2006 - Current | 18 |
| Insurance - Non Variable | Springfield, MO | Aug 2005 - Current | 18 |
| Wattswood Farms | Rogersville, MO | Jan 2002 - Current | 22 |
| Regal Investment Advisors, LLC | Kentwood, MI | Mar 2017 - May 2017 | < 1 |
| Professional Entity Management | Springfield, MO | Jun 2008 - Jan 2015 | 6 |
| Springfield Property Management | Springfield, MO | Jun 2005 - Jan 2015 | 9 |
| James River Holdings Corp | Springfield, MO | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
- TX
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Total Assets Under Management114MILLIONS
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Total Number of Accounts619ACCOUNTS
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Average Account Value$184,512
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, MO, TX
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