James Chad Watt
Investment adviser representative at Bridgelight Financial Advisors, Inc
10 yearsExperience
1 stateRegistered in
$150.8MFirm assets
1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bridgelight Financial Advisors, Inc.Jul 2026 to now
- True North InsuranceJan 2025 to Jul 2026
- AgiaDec 2022 to Jan 2025
- Valic Financial Advisors, Inc.May 2021 to Dec 2024
- Home DepotApr 2020 to Jul 2021
- Elevage Partners, LLCNov 2018 to Oct 2020
- TIAAJul 2016 to Nov 2018
- TIAA-CREF Individual & Institutional Services, LLCJul 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
Bridgelight Financial Advisors, Inc
$150.8MAssets managed
246Clients
4Advisers
1 yearIn 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
- 2499030
- Firm CRD
- 139518