Jacob Roderick Watson
CFP®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.
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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WEALTHCARE CAPITAL MANAGEMENT LLC
Videos & Posts
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WEALTHCARE CAPITAL MANAGEMENT LLC
Contact Information
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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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Credentials
Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC
Contact Information
Main Address
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503Phone Number
(616) 719-5007# of Employees
31SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,978AUM (Assets Under Management)
$3,288,459,087Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/17/2026 | Cover Page | Report |
| 01/12/2026 | Cover Page | Report |
| 05/15/2025 | Cover Page | Report |
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WEALTHCARE CAPITAL MANAGEMENT LLC
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.
The advisor shows no other business activity.
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WEALTHCARE CAPITAL MANAGEMENT LLC
Primary Firm SEC Registration
INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC
State Registrations and Notice Filings
(5/10/2023)
(3/6/2023)
(5/4/2023)
(3/6/2023)
(4/28/2022)
(3/6/2023)
(3/6/2023)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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WEALTHCARE CAPITAL MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Roderick Watson's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC