John
Watt

Northwest Asset Management

CRD#1767727
Investment Advisor
in Mercer Island, WA

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About this Advisor

John Watt is a financial advisor based in Mercer Island, Washington who has 11 years of relevant experience. Watt is an employee of Northwest Asset Management. They have spent the entirety of their employment at Northwest Asset Management. Watt maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in California, Oregon, Texas and Washington. Northwest Asset Management is a business that has its headquarters in Mercer Island, WA. The investment advisory business has offices in 66 locations and a total of 55 people on staff. It controls $3 billion in assets under management among its 8,627 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to six charities and foundations. Of its 8,627 client accounts, 26% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually depend on which service is offered. However, fee types billed by Northwest Asset Management most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2835 82Nd Avenue Se Ste 100
Mercer Island, WA 98040

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,027,418,741

WA Average: $3,566,627,242
Total Number of Employees

55

WA Average: 46
Total Number of Accounts

8,627

WA Average: 1,499
Average Account Size

$350,924

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

John Watt Work History

John has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Northwest Asset Management Dba Nwam, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Watt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwest Asset Management

Douglass Mccrae
Mercer Island, WA
Mahum Prasad
Mercer Island, WA
Candida Casey
Chicago, IL
Martin Bender
Gilbert, AZ
Nathaniel Davis
Mercer Island, WA
Loren Deshon
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA
John Watt
Mercer Island, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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