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Jacob Roderick Watson

Innovia Wealth, LLC

Grand Rapids, MI

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Current Employers
Innovia Wealth, Llc

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-27
AZ RA APPROVED 2023-05-10
FL RA APPROVED 2023-05-04
CO RA APPROVED 2023-03-06
IN RA APPROVED 2023-03-06
MN RA APPROVED 2023-03-06
OH RA APPROVED 2023-03-06
MI RA APPROVED 2022-04-28
  • TX RA
    APPROVED
    Since 2023-11-27
  • AZ RA
    APPROVED
    Since 2023-05-10
  • FL RA
    APPROVED
    Since 2023-05-04
  • CO RA
    APPROVED
    Since 2023-03-06
  • IN RA
    APPROVED
    Since 2023-03-06
  • MN RA
    APPROVED
    Since 2023-03-06
  • OH RA
    APPROVED
    Since 2023-03-06
  • MI RA
    APPROVED
    Since 2022-04-28

Branch Locations

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oxford Financial Group, Ltd Grand Rapids MI 02/2005 03/2021
Strategies Wealth Advisors, Llc Grand Rapids MI 03/2021 04/2022
Strategies Wealth Advisors, Llc Grand Rapids MI 04/2022 02/2023
Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) Grand Rapids MI 02/2023 Present
  • 02/2005 → 03/2021
    Oxford Financial Group, Ltd
    Grand Rapids, MI
  • 03/2021 → 04/2022
    Strategies Wealth Advisors, Llc
    Grand Rapids, MI
  • 04/2022 → 02/2023
    Strategies Wealth Advisors, Llc
    Grand Rapids, MI
  • 02/2023 → Present
    Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc)
    Grand Rapids, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-06-24
  • S63 Uniform Securities Agent State Law Examination
    2004-06-24
Designations

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
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WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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