JW
JW

James Watts

16 Years of Experience
St. Petersburg, FL
Broker

James Watts is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 16 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2018 - Present · 8 yrs 6 mos
Raymond James Financial Services, INC.Broker
February 2018 - Present · 8 yrs 7 mos
Raymond James & Associates, INC.
March 2015 - Present · 11 yrs 6 mos
Raymond James & Associates, INC.Broker
March 2015 - Present · 11 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2010 - March 2015 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - March 2015 · 4 yrs 11 mos
Pruco Securities, LLC.Broker
January 2010 - February 2010 · 1 mo
Waddell & Reed, INC.Broker
October 2008 - January 2009 · 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Watts - Financial Advisor | TrueAdvisor