James Chad Watt

Employer firm

Bridgelight Financial Advisors, Inc CRD 139518

$151M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• COLLEGE PLANNING - PROVIDE ADVICE ON CASH FLOW AND PORTFOLIO MANAGEMENT FOR PARENTS OF COLLEGE BOUND STUDENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 11/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Hartford, CT
• 07/2016 → 11/2018
  Tiaa
  Hartford, CT
• 11/2018 → 10/2020
  Elevage Partners, Llc
  Longmeadow, MA
• 04/2020 → 07/2021
  Home Depot
  Wilbraham, MA
• 05/2021 → 12/2024
  Valic Financial Advisors, Inc.
  Nashua, NH
• 12/2022 → 01/2025
  Agia
  Houston, TX
• 07/2026 → Present
  Bridgelight Financial Advisors, Inc.
  Shelton, CT
• 01/2025 → 07/2026
  True North Insurance
  Trumbull, CT

Previous Registrations

• 2021-06-29 → 2024-12-20
  Valic Financial Advisors, Inc.
  Burlington, MA
  Nashua, NH
  Somers, CT
  Burlington, MA
• 2018-12-06 → 2020-09-29
  Elevage Partners, Llc
  Longmeadow, MA
• 2016-09-30 → 2018-11-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Hartford, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-07-02
• S66 Uniform Combined State Law Examination
  2016-09-30

Other Names

• James Chad Watt
• J. Chad Watt
• Chad Watt
• James C. Watt
• James Watt