JW
JW

Jason Lamont Watson

23 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
11 clients
Average Client Portfolio
$5.3B average
Assets Under Management
$58.8B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
Minimum Annual Fee:$30,000
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Location

220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500

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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

Jason provides sales activities for American Beacon Advisors, an affiliate of Resolute Investment Distributors, Inc.

Employment History
Current Registrations
Resolute Investment Distributors, INC.Broker
March 2018 - Present · 7 yrs 11 mos
Resolute Investment Distributors, INC.
March 2018 - Present · 7 yrs 11 mos
American Beacon Advisors, INC.
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
Foreside Fund Services, LLCBroker
June 2010 - March 2018 · 7 yrs 9 mos
Waddell & Reed, INC.
April 2009 - July 2009 · 3 mos
Waddell & Reed, INC.Broker
March 2009 - July 2009 · 4 mos
Franklin/templeton Distributors, INC.Broker
December 2000 - February 2009 · 8 yrs 2 mos
State Registrations6 states
AZCONMNVTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Lamont Watson - Financial Advisor | TrueAdvisor