James N. Whiddon

EVIDENCE WEALTH

Bryan, TX 77802

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CRD#: 1632867

Professional summary

James Neal Whiddon, CFP®, who also goes by Jim Whiddon, is a registered financial advisor currently at EVIDENCE WEALTH, LLC located in Bryan, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. James has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Whiddon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JIM IS THE CEO AND OWNER OF "THE OLD SCHOOL" LOCATED AT 1 ROBLEDO DRIVE, DALLAS TX 75230. THE OLD SCHOOL STARTED IN 2015 AND IT IS NOT INVESTMENT-RELATED AS IT FOCUSES ON LEADERSHIP TRAINING FOR YOUNG PEOPLE. JIM SPENDS 10 HOURS A MONTH AND 0-1 HOURS DURING SECURITY TRADING HOURS WORKING FOR THE OLD SCHOOL. JIM IS ALSO A LIASON / ADJUNCT INSTRUCTOR IN THE FINANCIAL PLANNING PROGRAM AT TEXAS A&M UNIVERSITY LOCATED AT 480 BIZZELL STREET, COLLEGE STATION TX 77843. HE BEGAN THIS POSITION IN JANUARY 2020 AND IT IS NOT INVESTMENT RELATED. JIM SPENDS 10 HOURS PER MONTH AND 0-1 DURING SECURITY TRADNING HOURS WORKING FOR TEXAS A&M UNIVERSITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Neal Whiddon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

July 29, 2021 - Present

EVIDENCE WEALTH, LLC

Office #1: 3851 Corporate Center Drive Suite 111, Bryan, TX 77802

RIA

CRD#: 314767

Bryan, TX

Past

July 15, 2013 - August 6, 2021

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

DALLAS, TX

Past

December 14, 1998 - October 10, 2013

JWA FINANCIAL GROUP, INC.

RIA

CRD#: 114646

DALLAS, TX

Past

November 17, 1998 - June 16, 1999

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

June 11, 1987 - December 2, 1998

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/26/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/17/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/10/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVIDENCE WEALTH, LLC

CRD#: 314767 / SEC#:

Texas

Registered Investment Advisory firm - (7/29/2021 Approved)

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Contact information

Main Address

3851 Corporate Center Drive Suite 111, Bryan, TX 77802

Mailing Address

1500 Earl Rudder Freeway, South, College Station, TX 77840

Phone number

(979) 690-9406

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 41,919,826

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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James N. Whiddon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Neal Whiddon's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVIDENCE WEALTH, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

JWA FINANCIAL GROUP, INC.

COMMONWEALTH FINANCIAL NETWORK

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/26/1996

Series 63

Date: 5/4/1987

Series 7

Date: 1/17/1994

Series 6

Date: 6/10/1987

Current Firm

EVIDENCE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVIDENCE WEALTH, LLC

TRUST BUT VERIFY

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