A clear, source-backed introduction to James.
Prepared biography language, public verification links, appearances, and a direct route for media or speaking inquiries.
Identity file
James Jurica
- Current roles
- Investment Adviser Representative · Director of Advisor Development at Wealth Watch Advisors, Inc. · Portfolio Manager at StrategIQ Funds
- Public identifier
- CRD 6642911
- Market
- San Antonio, Texas
- Designations
- CFP® · CLU® · ChFC® · RICP® · AEP® · CIMA®
- Evidence state
- Client confirmed Aug. 12, 2026 · regulator, employer, and issuer verification paths linked
Portrait library
Two publication-ready headshots.
Choose a dark or light studio background. Both portraits are preserved at their original square dimensions for event, publication, and professional use.
Dark studio portrait
Square JPG · 658 × 658
Download JPG
Light studio portrait
Square JPG · 681 × 681
Download JPG
Prepared biographies
Use the version that fits the format.
These drafts use only evidence-cleared facts. Final outward use remains subject to James and firm approval.
For event and article introductions
James Jurica, CFP®, CLU®, ChFC®, RICP®, AEP®, CIMA®, is an Investment Adviser Representative and Director of Advisor Development at Wealth Watch Advisors, Inc. and a Portfolio Manager at StrategIQ Funds. Based in San Antonio, he has worked in financial services since 2016.
For podcasts and professional programs
James Jurica, CFP®, CLU®, ChFC®, RICP®, AEP®, CIMA®, is an Investment Adviser Representative of Wealth Watch Advisors, Inc., the firm’s Director of Advisor Development, and a Portfolio Manager at StrategIQ Funds. His work connects investment management, retirement income, insurance and risk, estate coordination, and business or personal planning questions. For the CIMA® education requirement, James reports completing Yale School of Management’s registered course. Investments & Wealth Institute® issues the certification. James began his financial-services career in 2016 and earned a bachelor’s degree in psychology from The University of Texas at San Antonio. His public identifier is CRD 6642911.
What should accompany the biography
Use the current IAPD record for registration, the Wealth Watch Advisors biography for the firm role and broader designation set, James’s August 12, 2026 written confirmation for the StrategIQ title, and the credential atlas for issuer-level verification. Do not add performance claims or outcome language.
Selected appearances
Public conversations and professional events.
- 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
Found something that needs to be updated?
Use the direct form and choose “Correction or source update.” Please include the public URL and the fact that needs review; do not send sensitive information.