James Watson
James Watson is a registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 16 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Crescent Ct, Ste 1400, Dallas, TX, 75201
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Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
September 2008Other Business Activities
James has 50% ownership in MVEMENT LLC (since 2019) and MVEMENT RX LLC (since 2023), spending a few hours per week on each. These businesses are a cross fit gym and a health spa, respectively.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Grand Financial, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
State Registrations12 states
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
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