James Torrey has been an investment adviser representative at The Watchman Group since February 2019, and is not listed among the firm’s executive officers or direct owners. James Torrey studied at Southern Methodist University.
The Watchman Group, Inc. is a Plano, TX firm with $640M under management, 266 clients and 4 advisers in one office, as of its March 2026 filing.
Jim Torrey is Senior Wealth Manager of The Watchman Group. He brought his longtime clients to the firm from Cornerstone Advisory, a company he owned and managed for more than 30 years. He contributes to the firm's investment decision-making process and to the financial planning and tax strategies implemented on a firm-wide level.
James Torrey’s longest registration was 13 years at Cornerstone Advisory Corporation (2006–2019). Before joining The Watchman Group in 2019, James Torrey was registered through Cornerstone Advisory Corporation and Cornerstone Advisory Corp.
- The Watchman Group, Inc.Current– present · 7 yearsPlano, TX · Adviser representative · Firm CRD 133690
- Cornerstone Advisory Corporation– · 13 yearsSummerfield, NC · Adviser representative · Firm CRD 107005
- Cornerstone Advisory Corp– · 2 yearsSummerfield, NC · Adviser representative · Firm CRD 107005
Investment adviser representative registrations
James Torrey is registered as an investment adviser representative in 2 states. The first approvals date from February 2019; the most recent is North Carolina, in July 2019.
- North CarolinaSince 18 July 2019
- TexasSince 2 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 16 May 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 May 1986 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- James Marsh Torrey
- CRD
- 1507463
- Firm
- The Watchman Group · CRD 133690
- Office
- 5045 LORIMAR DRIVE, SUITE 200, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- watchmangroup.com
Where does James Torrey work?
James Torrey is an investment adviser representative registered through The Watchman Group, Inc. since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is James Torrey a financial advisor?
Yes. James Torrey has a current investment-adviser registration in North Carolina and Texas, through The Watchman Group since February 2019.
How many years of experience does James Torrey have?
James Torrey has 22 years in the financial industry, since December 2003, across 2 adviser firms.
What exams has James Torrey passed?
James Torrey has passed 2 licensing exams: the Series 63 and Series 2. The earliest, the Series 63, was passed in May 1986.
Where did James Torrey work before The Watchman Group?
Before The Watchman Group, James Torrey was registered through Cornerstone Advisory Corp, December 2003 to January 2006.
Where is James Torrey based?
James Torrey’s registered office is in Plano, TX.
Is James Torrey registered with FINRA?
No. James Torrey has no current broker registration.
How can I verify James Torrey’s record?
Search CRD 1507463 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Torrey’s full registration record.