James Barry Watts
Professional Summary
James Barry Watts, who also goes by J Barry Watts, is a registered financial advisor currently at WEALTHCARE ASSET MANAGEMENT, LLC located in Springfield, Missouri. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. James has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 28 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J Barry Watts
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
JAMES WATTS, AMERICAN TAX STRATEGIES, LLC INSURANCE AGENCY | WEALTHCARE, LLC | WEALTHCARE TAX ADVISORS, LLC | WEALTHCARE ASSET MANAGEMENT, LLC | SAVINGYOUTAXES.COM
Contact Information
Main Address
2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804Phone Number
(417) 865-0936# of Employees
6SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,103AUM (Assets Under Management)
$210,769,606Similar 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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PFS INVESTMENTS INC.
Primary Firm SEC Registration
JAMES WATTS, AMERICAN TAX STRATEGIES, LLC INSURANCE AGENCY | WEALTHCARE, LLC | WEALTHCARE TAX ADVISORS, LLC | WEALTHCARE ASSET MANAGEMENT, LLC | SAVINGYOUTAXES.COM
State Registrations and Notice Filings
(7/7/2017)
(2/1/2024)
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 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jan 2007About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Barry Watts's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
