Investment Adviser Representative
James Jurica is an Investment Adviser Representative of Wealth Watch Advisors, Inc., its Director of Advisor Development, and a Portfolio Manager at StrategIQ Funds.
CFP® · CLU® · ChFC® · RICP® · AEP® · CIMA®
CRD 6642911
Credential discipline
James’s designation set spans investment management, financial planning, insurance and risk, retirement income, and estate coordination. The atlas explains the training and verification path behind every mark.
Review credentials and verification sourcesPlanning approach
Financial planning is most useful when the parts are considered together.
Before plans are made
A useful plan starts by naming the decision, the timing, and the tradeoffs that matter.
Market changes, income needs, risk, taxes, legal considerations, and life events can affect the same decision in different ways.
Looking across retirement income, investments, protection, estate conversations, and business or personal priorities can make the connections easier to see.
About James
James Jurica has worked in financial services since 2016. He began with New York Life and related firms before joining Wealth Watch Advisors in 2022. Today he serves as the firm’s Director of Advisor Development, with an official biography that emphasizes risk management and the investment process.
James identifies six current professional designations: CFP®, CLU®, ChFC®, RICP®, AEP®, and CIMA®. For the CIMA® education requirement, he reports completing Yale School of Management’s registered course. He also earned a bachelor’s degree in psychology from The University of Texas at San Antonio.
Read the official WWA biographyCurrent affiliations
James is the identity of this website. Each organization below is presented in its own verified context.
Review the complete role ledger01 · Advisory firm
Investment Adviser RepresentativeDirector of Advisor Development
Wealth Watch Advisors is the registered investment adviser through which James provides investment advisory services.
Visit Wealth Watch Advisors02 · Portfolio role
Portfolio Manager
James confirmed this title in his August 12, 2026 written response and email signature.
Client-confirmed role. Verify current capacity directly with StrategIQ Funds when needed.
Visit StrategIQ Funds03 · Planning focus
Settlement Planning SpecialistCFP® professional
Minted describes James’s work as helping protect and structure personal-injury settlement proceeds for long-term stability.
Minted is a marketing brand, not a registered investment adviser. Investment advisory services are offered through Wealth Watch Advisors, Inc.
Read James’s Minted profileSource-backed identity
James coordinates financial planning conversations; tax and legal advice remain with qualified professionals.
CRD 6642911
Direct answers
Registration and availability can change. The linked regulator record remains the current source of truth.
James Jurica is an Investment Adviser Representative of Wealth Watch Advisors, Inc. and the firm’s Director of Advisor Development. His CRD number is 6642911.
James serves as Director of Advisor Development and is registered as an Investment Adviser Representative of Wealth Watch Advisors, Inc. His official firm biography emphasizes risk management and the investment process.
No. James is not currently registered as a broker; his current regulator record identifies him as an Investment Adviser Representative of Wealth Watch Advisors, Inc.
Minted Settlement Planning lists James as a Settlement Planning Specialist, CFP®. Minted states that it is a marketing brand, not a registered investment adviser, and that investment advisory services are offered through Wealth Watch Advisors, Inc.
James identifies his current role as Portfolio Manager at StrategIQ Funds. That title is based on his written confirmation dated August 12, 2026; current capacity should also be confirmed directly with the organization.
James identifies six current professional designations: CFP®, CLU®, ChFC®, RICP®, AEP®, and CIMA®. His IAPD record lists CFP and ChFC, his official Wealth Watch Advisors profile corroborates the broader set, and each issuer verification path is linked on the Credentials page.
James reports completing the registered CIMA® education course through Yale School of Management. Investments & Wealth Institute® issues the CIMA® certification; Yale is the education provider, not the credential issuer, and course completion alone does not award the certification.
No. James and Wealth Watch Advisors do not provide tax or legal advice; those questions should be directed to qualified tax and legal professionals.
James’s current registration and professional-designation record can be reviewed through the SEC’s Investment Adviser Public Disclosure database using CRD 6642911.
Services are available only where permitted. Because registrations can change, the current IAPD record is the authoritative source for James’s jurisdiction availability.
Use the questions above to clarify what you want to understand, coordinate, or decide next.
Review the questions