JW
JW

John Garett Watkins

9 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
358 clients
Average Client Portfolio
$995K average
Assets Under Management
$356.3M

Fee Structure

Minimum Investment:$250K
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Location

1016 Collier Center Way, Suite 201, Naples, FL, 34110

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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

John works as a server at Chops City Grill seasonally, dedicating about 10-20% of their time during peak months. Additionally, John is a managing director at Reelshine Distributors, LLC and Marine Detail Supply Company, LLC, spending minimal time and about 10-20% of their time, respectively.

Employment History
Current Registrations
Naples Wealth Planning
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Imprint Wealth LLC
July 2024 - September 2024 · 2 mos
Imprint Wealth LLC
August 2023 - June 2024 · 10 mos
Laidlaw Wealth Management LLC
April 2022 - August 2023 · 1 yr 4 mos
Capital Wealth Planning, LLC
September 2015 - November 2021 · 6 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.