James Neal Whiddon
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jim Whiddon
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
EVIDENCE WEALTH, LLC
Contact Information
Main Address
3851 Corporate Center Drive Suite 111, Bryan, TX 77802Phone Number
(979) 690-9406# of Employees
7Documents
Regulatory Assets Under Management
Total Number of Accounts
282AUM (Assets Under Management)
$56,760,443Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1987About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Neal Whiddon's CRS (Customer Relationship Summary).
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MALNIK WEALTH MANAGEMENT, LLC
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