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JW
CFP
JW
CFP

John Watkins

Focus Financial
42 Years of Experience
Minneapolis, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Watkins is a CFP-designated registered investment advisor at Focus Financial, based in Minneapolis, MN, with 42 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.

Focus Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
13,684 clients
Average Client Portfolio
$499K average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

43 Main Street SE, Suite 223, Minneapolis, MN, 55414

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is the President and Vice President of JKW Financial, LLC, and an Executive Officer/Financial Advisor and part owner of Focus Financial Network, Inc. He advises clients on risk management needs using fixed annuities, fixed life, disability insurance, and long-term care insurance, and also acts as a co-trustee for his parents' living trust, dedicating nearly full-time hours to his advisory roles.

Employment History
Current Registrations
Focus Financial
August 2005 - Present · 21 yrs 2 mos
Osaic Wealth, INC.
April 1995 - Present · 31 yrs 6 mos
Osaic Wealth, INC.Broker
April 1995 - Present · 31 yrs 6 mos
Previous Registrations
Workman Securities CorporationBroker
January 1994 - April 1995 · 1 yr 3 mos
Titan/value Equities Group, INC.Broker
September 1993 - December 1993 · 3 mos
American Express Financial Advisors INC.Broker
August 1984 - October 1993 · 9 yrs 2 mos
Ids Financial Services INC.Broker
August 1984 - December 1986 · 2 yrs 4 mos
State Registrations27 states
AZCACOFLIAILINMDMEMIMNMOMSMTNCNDNENHNJNYOHSDTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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