James R. (Jim) Waters, Cfp®
AeroLeads people directory · profile

James R. (Jim) Waters, Cfp® Email & Phone Number

Managing Director at The Mather Group at The Mather Group
Location: Houston, Texas, United States 6 work roles 2 schools
3 phones found area 713 and 281 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 3 phones

Direct phone (713) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Managing Director at The Mather Group
Location
Houston, Texas, United States
Company size

Who is James R. (Jim) Waters, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

James R. (Jim) Waters, Cfp® is listed as Managing Director at The Mather Group at The Mather Group, a company with 96 employees, based in Houston, Texas, United States. AeroLeads shows phone signal with area code 713, 281 and a matched LinkedIn profile for James R. (Jim) Waters, Cfp®.

James R. (Jim) Waters, Cfp® previously worked as Managing Director at The Mather Group and Founder and President at Partnersinwealth, Inc.. James R. (Jim) Waters, Cfp® holds Mba, Concentration In Finance from University Of Houston - Mba.

Company email context

Email format at The Mather Group

This section adds company-level context without repeating James R. (Jim) Waters, Cfp®'s masked contact details.

The Mather Group

Review company-level records connected to James R. (Jim) Waters, Cfp® before choosing the right outreach path.

Profile bio

About James R. (Jim) Waters, Cfp®

As Managing Director, Jim brings more than 30 years of experience in the financial services industry. In his career as a financial advisor, Jim has navigated numerous changes to tax code, stock market euphoria, and stock market busts. Prior to joining The Mather Group, Jim founded PartnersInWealth in 2000 where he focused on bringing straightforward, unbiased advice to financially successful households — bringing them peace of mind, security, and control in their financial future. Jim has been a member of the Financial Planning Association (FPA) since 1987 and the National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization, since 1994.

Current workplace

James R. (Jim) Waters, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

The Mather Group
The Mather Group
Managing Director at The Mather Group
chicago, illinois, united states
Employees
96
AeroLeads page
6 roles

James R. (Jim) Waters, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

Houston, Texas, United States

Jim has more than 35 years of experience in the financial services industry. In his career as a financial advisor, Jim has navigated numerous changes to tax code, stock market euphoria, and stock market busts. Prior to joining The Mather Group, Jim founded PartnersInWealth in 2000 where he focused on bringing straightforward, unbiased advice to financially.

Sep 2020 - Present

Founder And President

Houston, Texas Area

James R. Waters, CFP is the Founder and President at PartnersInWealth®, an independent financial advisory firm that has been helping clients achieve an enduring financial confidence since 2000. Through its SmartPlan and PersonalCFO service model, the firm provides comprehensive planning, including retirement planning, investments, income and estate tax.

Jan 2000 - Sep 2020

Founder And President

James R. Waters, Cfp Wealth Management

Houston, Texas Area

Financial advisory services to the affluent.

Nov 1992 - Dec 1999

Senior Associate

The Afp Group

Houston, Texas Area

Financial advisory services to the affluent.

Jun 1984 - Nov 1992

Civil Engineer

Petrocarbon Developments
Nov 1981 - May 1982

Civil Engineer

Jun 1980 - Nov 1981
Team & coworkers

Colleagues at The Mather Group

Other employees you can reach at themathergroup.com. View company contacts for 96 employees →

2 education records

James R. (Jim) Waters, Cfp® education

Mba, Concentration In Finance

University Of Houston - Mba
FAQ

Frequently asked questions about James R. (Jim) Waters, Cfp®

Quick answers generated from the profile data available on this page.

What company does James R. (Jim) Waters, Cfp® work for?

James R. (Jim) Waters, Cfp® works for The Mather Group.

What is James R. (Jim) Waters, Cfp®'s role at The Mather Group?

James R. (Jim) Waters, Cfp® is listed as Managing Director at The Mather Group at The Mather Group.

What is James R. (Jim) Waters, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 713, 281 for James R. (Jim) Waters, Cfp® at The Mather Group.

Where is James R. (Jim) Waters, Cfp® based?

James R. (Jim) Waters, Cfp® is based in Houston, Texas, United States while working with The Mather Group.

What companies has James R. (Jim) Waters, Cfp® worked for?

James R. (Jim) Waters, Cfp® has worked for The Mather Group, Partnersinwealth, Inc., James R. Waters, Cfp Wealth Management, The Afp Group, and Petrocarbon Developments.

Who are James R. (Jim) Waters, Cfp®'s colleagues at The Mather Group?

James R. (Jim) Waters, Cfp®'s colleagues at The Mather Group include Harrison Shibley, Bridget Coleman, Amy Parks, Matt Kahovec, Caia, Cfp®, and Jeremy Enos, Cfp®.

How can I contact James R. (Jim) Waters, Cfp®?

You can use AeroLeads to view verified contact signals for James R. (Jim) Waters, Cfp® at The Mather Group, including work email, phone, and LinkedIn data when available.

What schools did James R. (Jim) Waters, Cfp® attend?

James R. (Jim) Waters, Cfp® holds Mba, Concentration In Finance from University Of Houston - Mba.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.