James Watt
James Watt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
301 Yamato Road, Suire 3160, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the President of J. B. Watt Wealth Strategies, Inc., a support company, since 2010. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations17 states
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