Jacob Roderick Watson
Investment adviser representative at Innovia Wealth, LLC
21 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$3.3BFirm assets
Are you Jacob Roderick Watson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Innovia Wealth, LLC (formerly Strategies Wealth Advisors, LLC)Feb 2023 to now
- Innovia Wealth, LLCApr 2022 to now
- Strategies Wealth Advisors, LLCMar 2021 to Feb 2023
- Oxford Financial Group, LtdFeb 2005 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 8 states (AZ, CO, FL, IN, MI, MN, OH, TX).
Innovia Wealth, LLC
Legal name: Strategies Wealth Advisors, LLC
$3.3BAssets managed
804Clients
18Advisers
8 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
- 4809079
- Firm CRD
- 289913