James Frederick Watts
Investment adviser representative at Prosperity Planning
23 yearsExperience
1 stateRegistered in
$543.2MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Prosperity Planning, Inc.Apr 2026 to now
- Dogwood Wealth ManagementJan 2026 to Mar 2026
- Kansas State UniversityOct 2024 to Dec 2025
- US ArmyJul 2003 to Sep 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Prosperity Planning
Legal name: Prosperity Planning, Inc.
$543.2MAssets managed
406Clients
11Advisers
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
- 8251070
- Firm CRD
- 298268