James Barry Watts
Investment adviser representative at Wealthcare Asset Management, LLC
24 yearsExperience
2 statesRegistered in
$210.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Wealthcare CorporationJan 2022 to now
- American Tax Strategies, LLCNov 2016 to now
- Wealthcare Asset Management, LLCJan 2014 to now
- Property Partners, LLCSep 2010 to now
- Ingram Mill Investments, LLCJan 2006 to now
- Insurance - Non VariableAug 2005 to now
- Wattswood FarmsJan 2002 to now
- Regal Investment Advisors, LLCMar 2017 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Wealthcare Asset Management, LLC
$210.8MAssets managed
603Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2482375
- Firm CRD
- 170382