James Jurica
- CFP® CLU® ChFC® RICP®
- Wealth Watch Advisors, Inc.
James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long‑term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients' portfolios while still achieving the returns needed to accomplish the objective of the client.
James has achieved the Certified Financial Planner CFP®, less than 20% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant ChFC®, Chartered Life Underwriter CLU®, Retirement Income Certified Professional RICP®, and Accredited Estate Planner AEP®. These designations have given James more training and insight on a wide variety of financial planning areas.
James is married to his wonderful wife Abbey, and they have a 2 year old son together and enjoy spending time at the lake together.
Advisory services offered by Wealth Watch Advisors, Inc. Wealth Watch is an independent advisory service and not affiliated with Thurman Financial LLC nor any of its affiliates. The company, and its investment adviser representatives, may not accept orders to effect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.
James Jurica is an Investment Adviser Representative of Wealth Watch Advisors, Inc. (“Firm” or “WWA”). Advisory services are offered through WWA. WWA is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. For additional information about the Firm and its advisory services, please refer to its disclosures, available at www.adviserinfo.sec.gov or upon request. All information presented is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, or a recommendation regarding any investment strategy. Any descriptions of investment strategies, market views, or investment process are not guarantees of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The Firm does not provide legal, tax, or accounting advice. You should consult your own legal and tax advisers before making any financial or investment decisions. Any testimonials, endorsements, or references to third-party ratings or social media content (if included) may not be representative of all clients, are not indicative of future performance or success, and no compensation should be inferred unless expressly stated.
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Insurance products are offered through Thurman Financial LLC, not through Wealth Watch Advisors, Inc. Compensation may be earned in connection with insurance product sales, which creates a financial incentive.