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James Alan Watson

Cypress Wealth Services, LLC

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About James Alan Watson

James Alan Watson is an Investment Advisor Representative with Cypress Wealth Services, LLC. James has been in the financial industry since 2012 and has a strong background in financial planning and portfolio management. James is a registered representative in several states and holds the Series 63, 66, and 7 licenses. James is also a licensed life and health insurance agent in California. James specializes in working with high-net-worth individuals, families, and businesses.

Firm Information

James Watson is currently registered with Cypress Wealth Services, LLC. Cypress Wealth Services, LLC is an investment advisor based in Palm Desert, CA. The firm has 10 licensed agents, 11 investment advisor representatives, and 8 registered representatives. They manage approximately $821,276,773 in regulatory assets under management for 1,605 accounts. Cypress Wealth Services provides financial planning, pension consulting, and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and other investment advisors. They also offer selection of other advisors and portfolio management for businesses.
Cypress Wealth Services, LLC

74150 COUNTRY CLUB DRIVE

PALM DESERT, CA 92260

$821.28M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Watson’s Registration & Firm History

CA

09/26/2024 - Present

Cypress Wealth Services, LLC (Palos Verdes Estates CA)

CA

09/23/2011 - 01/07/2019

WELLS FARGO FUNDS DISTRIBUTOR, LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 05/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Alan Watson.
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