Identity · capacity · current sources
Verified source file
Verify James at the source.
Use CRD 6642911 in the SEC’s IAPD database. James’s current record identifies him as an Investment Adviser Representative of Wealth Watch Advisors, Inc.
James is not currently registered as a broker
Registration, credential, and role sources reviewed Aug. 13, 2026
Source ledger
One identity, traced across the controlling sources.
Use regulator records for registration, issuer directories for credential status, official organization materials for context, and James’s dated written confirmation for the StrategIQ title.
Source-backed · current records control
Capacity map
Keep the person, firm, and brand distinct.
James Jurica
The primary person represented by this website. CRD 6642911 is the public disambiguating identifier.
Wealth Watch Advisors, Inc.
James’s current registered investment adviser firm. Investment advisory services are offered through WWA.
StrategIQ Funds
James identifies his current role as Portfolio Manager. The title is based on his August 12, 2026 written confirmation and should be checked directly with the organization when current capacity matters.
Minted Settlement Planning
A marketing brand that lists James as a Settlement Planning Specialist, CFP®. Minted is not a registered investment adviser.
This personal website
An identity, background, and educational source. It is not a separate advisory firm and does not create an advisory relationship.
Credential verification
Six designations. Four issuer-level verification channels.
James confirmed CFP®, CLU®, ChFC®, RICP®, AEP®, and CIMA® in writing. The IAPD record lists CFP and ChFC; the broader set is also reflected in his official Wealth Watch Advisors profile and linked to the appropriate credential issuer below.
- 01
CFP®
CERTIFIED FINANCIAL PLANNER®
Current IAPD record · client confirmed Aug. 12, 2026
Verification channel
Credential focus
Comprehensive financial planning
- 02
CLU®
Chartered Life Underwriter®
Client confirmed Aug. 12, 2026 · official WWA profile
Verification channel
Credential focus
Insurance, risk, estate, and business planning
- 03
ChFC®
Chartered Financial Consultant®
Current IAPD record · client confirmed Aug. 12, 2026
Verification channel
Credential focus
Advanced comprehensive planning
- 04
RICP®
Retirement Income Certified Professional®
Client confirmed Aug. 12, 2026 · official WWA profile
Verification channel
Credential focus
Retirement-income planning
- 05
AEP®
Accredited Estate Planner®
Client confirmed Aug. 12, 2026 · official WWA profile
Verification channel
Credential focus
Collaborative estate planning
- 06
CIMA®
Certified Investment Management Analyst®
Client confirmed Aug. 12, 2026 · issuer verification linked
Verification channel
Credential focus
Investment management and portfolio construction
Important information
Boundaries that travel with the content.
These summaries are part of the local compliance review candidate. Wealth Watch Advisors compliance must approve final public language before launch.
General information
Website content is general and educational. It is not individualized investment advice, a recommendation, an offer, or a substitute for current firm disclosures.
Registration and endorsement
Registration does not imply SEC or regulator approval or endorsement, and does not mean a regulator has passed on skill or training.
Availability
Services are available only where permitted and when appropriate. Use the current IAPD record for registration availability rather than a frozen state list.
Investment risk
Investing involves risk, including possible loss. No investment result, level of income, or preservation outcome is guaranteed.
Tax and legal matters
James and Wealth Watch Advisors do not provide tax or legal advice. Those questions should be directed to qualified tax and legal professionals.
Current records control
If a website summary conflicts with a later regulator record, Form ADV, Form CRS, or firm disclosure, the current official record should control.
Direct answers
Verification questions, answered directly.
Registration and firm disclosures are dynamic. Follow the current official records linked above.
01How 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.
02Is 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.
03Where are services available?
Services are available only where permitted. Because registrations can change, the current IAPD record is the authoritative source for James’s jurisdiction availability.
04Does SEC registration approve or endorse James Jurica?
No. Registration does not imply that the SEC or another regulator has approved or endorsed James, or that a regulator has passed on his skill or training.
05Which records should control if website information changes?
Current regulator records and Wealth Watch Advisors’ current Form ADV and Form CRS should control if a website summary conflicts with a later filing or registration update.
06How should James Jurica’s professional credentials be verified?
Use James’s current IAPD record for regulator-listed designations and the linked CFP Board, Investments & Wealth Institute, The American College, and NAEPC verification channels for issuer-level status.
Return to the person behind the record.
James’s About page connects the current registration record to his role, background, education, and planning perspective.