James W. Watkins, III, JD, CFP, AWMA, is the Founder and CEO/Managing Member of InvestSense, LLC. He has extensive experience in the areas of fiduciary law, securities/investment law, financial planning, asset protection/wealth preservation planning and estate planning. InvestSense provides fiduciary prudence oversight/compliance services, including quality of investment advice and forensic fiduciary risk management analyses to pension plans, trusts and individuals, including strategies for fiduciary risk management and wealth preservation. Mr. Watkins was chosen as a "Top 100 Financial Advisor" by Investopedia in 2019 and 2020.
Mr. Watkins has been an attorney since 1981. He has extensive experience in the areas of fiduciary law, forensic investment analysis, asset protection/wealth preservation, securities/ investment compliance law, retirement distribution planning and estate planning. In 2022, Mr. Watkins became a CFP Board Emeritus (tm) member. He has earned the ACCREDITED WEALTH MANAGEMENT ADVISOR™ designation from the College of Financial Planning.
Mr. Watkins is the owner of two blogs - "CommonSense InvestSense," an information blog for investors, and "The Prudent Investment Adviser Rules," a blog for investment advisers and other investment professionals. He is the author of "The 401(k)/403(b) Investment Manual: What Plan Sponsors and Plan Participants REALLY Need To Know" and "CommonSense InvestSense: The Power of the Informed Investor." He has written numerous article on the subject of investing, wealth management and preservation, asset protection, and 401(k)/pension law.
Specialties: Fiduciary Prudence Oversight Services, Fiduciary Law and Consulting, Fiduciary Audits, Fiduciary Services and Oversight, Wealth Management and Preservation, and Recovery Strategies, Litigation Settlement Consulting, 401k/403b Design and Compliance Consulting, Protection Planning, Retirement Planning, Estate Planning, Securities/RIA Compliance Consulting, Securities Litigation Support