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JJ
CFP · ChFC
JJ
CFP · ChFC

James Jurica

Wealth Watch Advisors, INC
9 Years of Experience
San Antonio, TX
Sells Insurance
View SEC Summary
View SEC Summary

James Jurica is a CFP, ChFC-designated registered investment advisor at Wealth Watch Advisors, INC, based in San Antonio, TX, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,587 clients with $610M in assets under management.

Wealth Watch Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,587 clients
Average Client Portfolio
$171K average
Assets Under Management
$612.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Standard annual management fee ranges from 0.77% to 1.95%. Specialized models have separate fee structures (Howard Capital Ultra Aggressive ranges from 1.52% to 2.52%; ZEGA Financial models range from 1.02% to 2.02%; private placement funds range from 0.50% to 1.25%). Household asset discounts apply for eligible accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 E. Sonterra Blvd., Ste. 460, San Antonio, TX, 78258

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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 ActivitiesSells Insurance

James offers life insurance and annuity products to clients and prospects as an independent contractor.

Employment History
Current Registrations
Wealth Watch Advisors, INC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Eagle Strategies LLC
April 2021 - March 2022 · 11 mos
Nylife Securities LLCBroker
July 2016 - March 2022 · 5 yrs 8 mos
State Registrations12 states
ARAZCAFLMONCOHORPASCTXWA
Advisor

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
No exam information available for this advisor.
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