John G. Watkins

NAPLES WEALTH PLANNING

BONITA SPRINGS, FL 34103

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CRD#: 6431591

Professional summary

John Garett Watkins is a registered financial advisor currently at NAPLES WEALTH PLANNING located in Bonita Springs, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 4 firms and has passed the Series 65 exam.

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.

1)I AM ALSO A SERVER WITH CULINARY CONCEPTS AND WORK AT THEIR CHOPS CITY GRILL, BONITA SPRINGS LOCATION. THIS IS CONSIDERED A SEASONAL JOB. I PUT IN APPROXIMATELY 15-25 HOURS A WEEK FROM DECEMBER-APRIL. SHIFTS START AT 430 P.M. EST TIME. I HAVE BEEN WITH CULINARY CONCEPTS FOR APPROXIMATELY A YEAR. 2) REELSHINE DISTRIBUTORS, LLC DBA STARKE YACHT CARE, NOT INVESTMENT-RELATED, 17000 ALICO COMMERCE CT., UNIT 101, FORT MYERS, FL 33912, CHEMICAL RETAIL SALES, MANAGING DIRECTOR, 09/01/2017, <5% TIME PER MONTH DEVOTED, OVERSEE OPERATIONS AND FINANCES. 3) MARINE DETAIL SUPPLY COMPANY, LLC, NOT INVESTMENT-RELATED, 1700 ALICO COMMERCE CT., SUITE 101, FORT MYERS, FL. 33967, RETAIL AND WHOLESALE SALES, MANAGING DIRECTOR, 07/16/2020, SPENDS APPROX 11% OF TIME PER MONTH, OVERSEE EMPLOYEES AND FINANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Garett Watkins'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®

None

Experience

Current

July 2, 2024 - Present

NAPLES WEALTH PLANNING

Office #1: 3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

RIA

CRD#: 330316

BONITA SPRINGS, FL

Past

July 2, 2024 - September 30, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

NAPLES, FL

Past

August 4, 2023 - June 17, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

NAPLES, FL

Past

April 8, 2022 - August 4, 2023

LAIDLAW WEALTH MANAGEMENT LLC

RIA

CRD#: 150040

Naples, FL

Past

September 2, 2015 - November 23, 2021

CAPITAL WEALTH PLANNING, LLC

RIA

CRD#: 150764

NAPLES, FL

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".

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 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

Florida
(7/2/2024)

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

State Security Law Exam

IAR

Series 65

Date: 6/15/2015

Uniform Investment Adviser Law Examination

Current Firm

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

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Contact information

Main Address

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

Mailing Address

Phone number

(239) 330-4183

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWP FORM ADV 2A - (AMENDED OCTOBER 2025) (10/24/2025)

NAPLES WEALTH PLANNING, LLC - ADV 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	795
AUM (Assets Under Management)	$ 356,289,605

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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John G. Watkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Garett Watkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAPLES WEALTH PLANNING

IMPRINT WEALTH LLC

IMPRINT WEALTH LLC

LAIDLAW WEALTH MANAGEMENT LLC

CAPITAL WEALTH PLANNING, LLC

Primary Firm SEC Registration

NAPLES WEALTH PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2015

Current Firm

NAPLES WEALTH PLANNING

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAPLES WEALTH PLANNING

TRUST BUT VERIFY

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