James Watkins

/James Watkins

About James Watkins

James Watkins is the Founder and CEO/Managing Member of InvestSense, LLC, an investment education company located in Snellville, Georgia. Mr. Watkins is an honors graduate of Georgia State University and a graduate of the University of Notre Dame Law School. He has held various financial planning and securities compliance related positions, including serving as Director of Financial Planning Quality Assurance for AXA Advisors, a division of the Equitable Life Assurance Company, and Director of the Peer Review Department at the Certified Financial Planner Board of Standards. Mr. Watkins has earned both the CERTIFIED FINANCIAL PLANNER™ and ACCREDITED WEALTH MANAGEMENT ADVISORSM designations from the College of Financial Planning and was appointed a CFP Board Ambassador in 2014. He is a member of the Fiduciary Section of the State Bar of Georgia and has extensive experience in fiduciary law, investment adviser/securities law, financial planning, wealth management planning, retirement planning and estate planning. He is the author of "The 401(k)/403(b) Investment "Manual: What Plan Participants and Plan Sponsors REALLY Need to Know."

The Great American Financial Plan Scam

Articles and advertisements often tout the merits of financial plans. From the viewpoints of a financial advisor, they are an easy $500 or more. From […]

Does Your Financial Advisor Owe You Money? – Breaches of Care

In my previous post, I discussed the applicable standard of care that financial advisors owe their clients. In this post, we will discuss some of […]

Does Your Financial Advisor Owe You Money? – Standards of Care

Determining whether your financial advisor owes you money is a two step process. The first step is to determine what standard of care your advisor […]

Does Your 401k Plan Owe You Money?

Short answer – probably.

Fred Reish, one of the nation’s most respected ERISA attorneys, has publicly testified that few 401k /404c plans are in full compliance […]

5 Numbers for Investor Protection

Every investor should be proactive in protecting their financial security. Many would argue that organizations such as the Securities and Exchange Commission (SEC) and the […]

401(k) Investment Fees: One Fund, Six Fees?

401(k) investment fees continue to be a key concern, both in terms of fiduciary liability and impact on plan participants. What some are overlooking is […]