James
Jurica
Wealth Watch Advisors, LLC
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About this Advisor
James Jurica is a certified financial planner and chartered financial consultant based out of San Antonio, Texas who has 1 year of relevant experience. Jurica is on the advisory team at Wealth Watch Advisors, LLC. During their career, Jurica has held roles at University Of Texas At San Antonio, New York Life Insurance Co, Nylife Securities LLC, Eagle Strategies LLC and Wealth Watch Advisors. Jurica has a Series 63 license, qualifying them as a securities representative, and is approved to work in California and Texas. Wealth Watch Advisors, LLC is a registered investment company that has its headquarters in Englewood, CO. The company has offices in 47 locations and a total of 50 people on staff. It handles $234 million in total assets among its 2,500 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 2,500 client accounts, 18% are held by high-net-worth clients who have greater than $1 million in investable assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the type of financial services. However, fees charged by Wealth Watch Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Watch Advisors, LLC Brokerage Details
$234,203,049
50
2,500
$93,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Jurica Work History
James has been registered as a financial advisor for 1 years.*
Wealth Watch Advisors
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
University Of Texas At San Antonio
*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 James Jurica 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 Wealth Watch Advisors, LLC
Yukon, OK
Washington, MI
Jenks, OK
Colorado Springs, CO
Comer, GA
Chandler, AZ
San Antonio, TX
Englewoood, CO
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.