JW
CFP
JW
CFP

James F Watkins

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

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Location

1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602

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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 Activities

James is a managing trustee for the Beck Family Trust since 1989. This requires a few hours per week.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Watkins Financial Limited
June 1998 - December 2024 · 26 yrs 6 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.