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JW

Joseph T. Watson

EVEXIA WEALTH
STEVENS POINT, WI 54481
Some features on this profile are disabled
CRD#: 4710432
JW

Professional summary

Joseph Thomas Watson, CFP® is a registered financial advisor currently at EVEXIA WEALTH, LLC located in Stevens Point, Wisconsin.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Watson's CRS (Customer Relationship Summary).
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: 2012

Experience

Current

January 5, 2023 - Present

EVEXIA WEALTH, LLC

Office #1: 1265 Main Street Suite 105, Stevens Point, WI 54481
RIA
CRD#: 323788
STEVENS POINT, WI
Past

January 8, 2021 - February 3, 2023

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Stevens Point, WI
Past

November 25, 2020 - February 3, 2023

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Chippewa Falls, WI
Past

October 28, 2003 - January 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
EAU CLAIRE, WI
Past

October 23, 2003 - January 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
EAU CLAIRE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVEXIA WEALTH, LLC
EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA
Registered Investment Advisory firm - (12/2/2022 Approved)

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
Wisconsin
(1/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/27/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/22/2003
General Securities Representative Examination

Current Firm

EW
EVEXIA WEALTH, LLC
EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA
Registered Investment Advisory firm - (12/2/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1265 Main Street Suite 105, Stevens Point, WI 54481
Mailing Address
Phone number
(715) 344-9496
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVEXIA WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/25/2025)

Regulatory assets under management

Total Number of Accounts1,379
AUM (Assets Under Management)$ 329,350,000

Red Flags

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.

Company Information

EVEXIA WEALTH, LLC

CRD#: 323788Stevens Point, WI 54481

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