Jacob R. Watson

INNOVIA WEALTH

Grand Rapids, MI 49503

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CRD#: 4809079

Professional summary

Jacob Roderick Watson, CFP® is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jacob has worked at 2 firms and has passed the Series 63 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 Jacob Roderick 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

Experience

Current

April 28, 2022 - Present

INNOVIA WEALTH, LLC

Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503

RIA

CRD#: 289913

Grand Rapids, MI

Past

June 17, 2004 - January 10, 2005

CAPITAL SELECT INVESTMENTS CORP.

CRD#: 30649

SULLIVAN, IN

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".

INNOVIA WEALTH, LLC

INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC

CRD#: 289913 / SEC#: 801-112177

RIA

Registered Investment Advisory firm - (12/15/2017 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

Arizona
(5/10/2023)

IAR

Colorado
(3/6/2023)

IAR

Florida
(5/4/2023)

IAR

Indiana
(3/6/2023)

IAR

Michigan
(4/28/2022)

IAR

Minnesota
(3/6/2023)

IAR

Ohio
(3/6/2023)

IAR

Texas
(11/27/2023)

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

State Security Law Exam

Series 63

Date: 6/24/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/16/2004

General Securities Representative Examination

Current Firm

INNOVIA WEALTH, LLC

INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC

CRD#: 289913 / SEC#: 801-112177

RIA

Registered Investment Advisory firm - (12/15/2017 Approved)

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Contact information

Main Address

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503

Mailing Address

Phone number

(616) 719-5007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INNOVIA WEALTH FORM ADV PART 2A (5/8/2025)

Regulatory assets under management

Total Number of Accounts	3,295
AUM (Assets Under Management)	$ 2,430,721,931

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/15/2025	Cover Page	Report

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.

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Jacob R. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Roderick Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVIA WEALTH, LLC

CAPITAL SELECT INVESTMENTS CORP.

Primary Firm SEC Registration

INNOVIA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/2004

Series 7

Date: 6/16/2004

Current Firm

INNOVIA WEALTH, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INNOVIA WEALTH, LLC

TRUST BUT VERIFY

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