James Neal Whiddon

Employer firm

Evidence Wealth, LLC CRD 314767

$56.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2013 → Present
  Buckingham Asset Management, Llc
  Clayton, MO
• 05/2021 → Present
  Evidence Wealth, Llc
  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

• S65 Uniform Investment Adviser Law Examination
  1996-12-26
• S63 Uniform Securities Agent State Law Examination
  1987-05-04

Designations

• Certified Financial Planner

Other Names

• Jim Whiddon