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James Neal Whiddon

Evidence Wealth, LLC

Bryan, TX

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Current Employers
Evidence Wealth, Llc

3851 Corporate Center Drive Suite 111, Bryan, TX 77802 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-29
  • TX RA
    APPROVED
    Since 2021-07-29

Branch Locations

3851 Corporate Center Drive Suite 111, Bryan, TX 77802 • 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
Buckingham Asset Management, Llc Clayton MO 07/2013 Present
Evidence Wealth, Llc College Station TX 05/2021 Present
  • 07/2013 → Present
    Buckingham Asset Management, Llc
    Clayton, MO
  • 05/2021 → Present
    College Station, TX
Previous Registrations
  • 2013-07-15 → 2021-08-06
    Buckingham Strategic Wealth, Llc
    Dallas, TX
    St Louis, MO
  • 1998-12-14 → 2013-10-10
    Jwa Financial Group, Inc.
    Dallas, TX
Other Businesses

JIM IS THE CEO AND OWNER OF "THE OLD SCHOOL" LOCATED AT 1 ROBLEDO DRIVE, DALLAS TX 75230. THE OLD SCHOOL STARTED IN 2015 AND IT IS NOT INVESTMENT-RELATED AS IT FOCUSES ON LEADERSHIP TRAINING FOR YOUNG PEOPLE. JIM SPENDS 10 HOURS A MONTH AND 0-1 HOURS DURING SECURITY TRADING HOURS WORKING FOR THE OLD SCHOOL. JIM IS ALSO A LIASON / ADJUNCT INSTRUCTOR IN THE FINANCIAL PLANNING PROGRAM AT TEXAS A&M UNIVERSITY LOCATED AT 480 BIZZELL STREET, COLLEGE STATION TX 77843. HE BEGAN THIS POSITION IN JANUARY 2020 AND IT IS NOT INVESTMENT RELATED. JIM SPENDS 10 HOURS PER MONTH AND 0-1 DURING SECURITY TRADNING HOURS WORKING FOR TEXAS A&M UNIVERSITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-26
S63 Uniform Securities Agent State Law Examination 1987-05-04
  • S65 Uniform Investment Adviser Law Examination
    1996-12-26
  • S63 Uniform Securities Agent State Law Examination
    1987-05-04
Designations
Other Names
  • Jim Whiddon

View on SEC IAPD

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