About James · CRD 6642911
A career built around clearer decisions.
James Jurica is an Investment Adviser Representative of Wealth Watch Advisors, Inc., the firm’s Director of Advisor Development, and a Portfolio Manager at StrategIQ Funds.
San Antonio, Texas · registered in financial services since 2016
Identity sources reviewed Aug. 13, 2026
Professional biography
A planning career shaped by integration.
James’s professional record connects financial planning, investment-adviser work, risk management, and advisor development. His approach begins with a practical observation: retirement income, investments, insurance, estate conversations, and business or personal priorities rarely stay in separate boxes.
James began his financial-services career with New York Life and related firms before joining Wealth Watch Advisors in 2022. Today, the firm identifies him as Director of Advisor Development, and James identifies his current StrategIQ Funds role as Portfolio Manager. He earned a bachelor’s degree in psychology from The University of Texas at San Antonio.
His six-designation set spans comprehensive planning, insurance and risk, retirement income, estate coordination, and investment management. For the CIMA® education requirement, James reports completing Yale School of Management’s registered course; the certification itself is issued by Investments & Wealth Institute®.
On this website, each role and credential is tied to its own source and boundary. The goal is a record that can be checked—not a title line that asks to be taken on faith.
Professional background
A record that can be traced.
Dates are presented as regulator-backed facts, not rounded experience claims. Current records remain the source of truth.
Financial-services registration begins
Current regulator records trace James’s securities-industry registration history to 2016, beginning with New York Life and NYLIFE Securities.
Investment-adviser experience
Regulator records show James serving as an Investment Adviser Representative with Eagle Strategies before moving to Wealth Watch Advisors.
Wealth Watch Advisors
James’s current IAPD record shows his Wealth Watch Advisors registration beginning in May 2022.
Director of Advisor Development
Wealth Watch Advisors identifies James as its Director of Advisor Development and describes his professional focus around risk management and the investment process.
Designation record
Six designations across one connected practice.
James confirmed the complete set in writing on August 12, 2026. The credential atlas pairs that first-party confirmation with his IAPD record, official Wealth Watch Advisors profile, issuer descriptions, and individual verification channels.
CFP®
CERTIFIED FINANCIAL PLANNER® · CFP Board
CLU®
Chartered Life Underwriter® · The American College of Financial Services
ChFC®
Chartered Financial Consultant® · The American College of Financial Services
RICP®
Retirement Income Certified Professional® · The American College of Financial Services
AEP®
Accredited Estate Planner® · National Association of Estate Planners & Councils
CIMA®
Certified Investment Management Analyst® · Investments & Wealth Institute®
Selected appearances
Public conversations and professional events.
These sources add first-person and professional context to the regulator and firm records.
- Podcast conversation
Thriving as a Young Financial Advisor
A Model FA conversation about James’s professional path, mentorship, independent advisory work, and advisor development.
Open source - Professional event
Wealth Watch Advisors Momentum Event
The published agenda lists James for a model-comparison session and closing remarks in his Director of Advisor Development role.
Open source
Identity file
The facts that identify James.
Current capacity
Investment Adviser Representative of Wealth Watch Advisors, Inc. Services are available only where permitted.
Public identifier
CRD 6642911 distinguishes James from other people with the same name and links directly to his current IAPD record.
Education
Bachelor’s degree in psychology from The University of Texas at San Antonio.
Professional designations
CFP® · CLU® · ChFC® · RICP® · AEP® · CIMA®, confirmed by James and linked to issuer verification paths.
Current roles
One person. Distinct contexts.
Wealth Watch Advisors
James is an Investment Adviser Representative of Wealth Watch Advisors, Inc. and serves as the firm’s Director of Advisor Development.
StrategIQ Funds
James identifies his current role as Portfolio Manager. This title is based on his written confirmation and should be checked directly with StrategIQ when current capacity matters.
Minted Settlement Planning
Minted lists James as a Settlement Planning Specialist, CFP®. Minted is a marketing brand; investment advisory services are offered through Wealth Watch Advisors.
The complete role ledger keeps the capacities distinct and states whether each title comes from a regulator, an organization profile, or James’s direct written confirmation.
Primary sources
Review James at the source.
These records and official profiles support the identity and career facts summarized on this page.
Source-backed · current records control
Direct answers
Questions about James, answered directly.
Registration and professional-designation information can change. The linked IAPD record controls.
01Who is James Jurica?
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.
02What is James’s role at Wealth Watch Advisors?
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.
03What professional designations does James Jurica hold?
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.
04What is James Jurica’s professional background?
Regulator records show financial-services registrations beginning in 2016, including earlier roles with New York Life, NYLIFE Securities, and Eagle Strategies before he joined Wealth Watch Advisors in 2022.
05Where did James Jurica study?
James earned a bachelor’s degree in psychology from The University of Texas at San Antonio.
06Is James Jurica currently a broker?
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.
07What is the connection between James’s CIMA® and Yale?
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.
08How can someone verify James’s registration?
James’s current registration and professional-designation record can be reviewed through the SEC’s Investment Adviser Public Disclosure database using CRD 6642911.
See how the decisions connect.
James’s planning approach starts with the outcome, the risks that could disrupt it, and whether today’s choices still align.