Joseph Thomas Watson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
EVEXIA WEALTH, LLC
Contact Information
Main Address
1265 Main Street Suite 105, Stevens Point, WI 54481Phone Number
(715) 344-9496# of Employees
18SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,452AUM (Assets Under Management)
$386,112,934Similar 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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Primary Firm SEC Registration
EVEXIA WEALTH, LLC
State Registrations and Notice Filings
(1/5/2023)
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 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Thomas Watson's CRS (Customer Relationship Summary).
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