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I am a wealth preservation attorney, a CFP(r) professional and an Accredited Wealth Management Advisor (sm). I am also the managing member of InvestSense, LLC, an investment education firm. I previously served as a compliance director for several broker-dealers and as director of financial planning quality of advice for a large international insurance company.

I have two blogs, one for public investors, "CommonSense InvestSense" (, and the other for investment professionals and investment advisers, "The Prudent Investment Adviser Rules" (

I am the author of "The 401(k)/403(b) Investment Manual."
  • Description: Independent financial planner/advisor.
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short
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CommonSense InvestSense Blog provides information that allows investors to become more proactive in protecting their financial security by recognizing unsuitable investments and unsuitable investment advice. Our blog explains our proprietary metric, the Active Management Value Ratio, and shows investors, pension plan participants ...More
"The 401(k)/403(b) Investment Manual" ERISA, the nation's leading law regarding pensions plans, requires that plan participants be provided with "sufficient information to make an informed decision" with regard to managing their pension accounts. In reality, neither pension plan sponsors nor plan participants are being provided with sufficient ...More