One person. Clearly defined roles.
Each role is presented with its own capacity, source, boundary, and verification path.
- 01
Wealth Watch Advisors, Inc.
Investment Adviser Representative · Director of Advisor Development
Source verified- Capacity
- James’s registered investment adviser firm and current firm leadership role.
- Source
- IAPD record and official WWA biography.
- Boundary
- Investment advisory services are offered through WWA and only where permitted.
- Verify
- Open IAPD
- 02
StrategIQ Funds
Portfolio Manager
Client confirmed · Aug. 12, 2026- Capacity
- James’s client-confirmed portfolio-management role with StrategIQ Funds.
- Source
- Direct written confirmation and email signature supplied by James.
- Boundary
- The title is client-supplied; this site does not describe StrategIQ services or create a relationship with the organization.
- Verify
- Source note
- 03
Minted Settlement Planning
Settlement Planning Specialist, CFP®
Official profile source- Capacity
- A settlement-planning focus presented through Minted’s official James profile.
- Source
- Minted’s official biography for James.
- Boundary
- Minted is a marketing brand; advisory services are offered through WWA.
- Verify
- Open Minted profile
- 04
This personal authority site
Identity · background · roles · credentials · primary sources
First-party identity record- Capacity
- A source-oriented record about James, his background, and current public context.
- Source
- Visible source ledgers and linked official records.
- Boundary
- Not a separate advisory firm and does not create an advisory relationship.
- Verify
- Review sources
Minted context · WWA capacity
Settlement planning, in the correct capacity.
Minted lists James as a Settlement Planning Specialist, CFP®. Minted is a marketing brand; investment advisory services are offered through Wealth Watch Advisors, Inc.
- 01
What must remain available now?
Near-term living, medical, care, debt, and transition needs can affect how much flexibility a plan should preserve.
- 02
What must the proceeds support over time?
Long-term income questions begin with expected uses, timing, inflation, and uncertainty around future needs.
- 03
Which risks matter most?
Liquidity, market exposure, longevity, health, and concentration can affect the same pool of resources differently.
- 04
Which questions belong to tax and legal professionals?
Tax treatment, settlement terms, trusts, benefits, and legal documents remain with the appropriate qualified professionals.
- 05
How should family and estate conversations connect?
Beneficiary, ownership, care, and legacy questions may need coordination with the broader financial plan.
The boundary travels with the role
Coordination does not erase professional boundaries.
Financial planning
Investment advisory services, when appropriate, are offered through Wealth Watch Advisors.
Tax matters
Tax advice and tax treatment remain with a qualified tax professional.
Legal matters
Legal documents, settlement terms, and legal advice remain with qualified attorneys.
Client-supplied role evidence · James’s August 12, 2026 written response and email signature identify him as Portfolio Manager at StrategIQ Funds. The linked organization website provides context; confirm current capacity directly with StrategIQ when needed.
Primary sources
Read the records behind each role.
The role ledger links the individual registration, official firm biography, Minted context, and current firm disclosures without treating them as interchangeable.
Source-backed · current records control
Direct answers
Settlement-planning questions, answered plainly.
This page explains role and planning context, not individualized investment, tax, or legal advice.
01What is James Jurica’s role with Minted Settlement Planning?
Minted Settlement Planning lists James as a Settlement Planning Specialist, CFP®. Minted is a marketing brand, not a registered investment adviser, and investment advisory services are offered through Wealth Watch Advisors, Inc.
02What questions can settlement planning bring into focus?
Settlement planning can bring near-term cash needs, long-term income, investment risk, tax and legal coordination, and estate or beneficiary questions into one decision process.
03Does James choose legal settlement structures?
No. Legal settlement terms and legal advice remain with the claimant’s attorney and other qualified legal professionals.
04Does James provide tax advice on settlement proceeds?
No. Tax treatment depends on the facts and should be reviewed with a qualified tax professional. James and Wealth Watch Advisors do not provide tax advice.
05Are settlement-planning services available everywhere?
Services are available only where permitted and when appropriate. The current IAPD record is the authoritative source for James’s registration availability.
Follow the training to its source.
The credential atlas separates what an issuer establishes from what James’s individual evidence currently supports.