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James W
Series 65, Series 66
3508 Bayfair Place, FL
Waters, James J.
James Waters is the sole advisor at Waters, James J., an independent firm. He holds Series 65 and Series 66 licenses and has 25 years of industry experience, including roles at Wells Fargo Advisors Financial Network and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer of the Bayfair Homeowners Association. The firm provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients, focusing on strategic asset allocation with a long-term buy-and-hold approach using predominantly no-load, lower-expense mutual funds. It offers pension consulting services and hourly engagement billing, with advice delivered on a non-discretionary, consultative basis.
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