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Jeffrey Stephen Watts

WATTS GWILLIAM & COMPANY, LLC·GILBERT, Arizona
Series 7, Series 6622 years registeredWATTS GWILLIAM & COMPANY, LLC
2730 S. VAL VISTA DR., GILBERT, AZ 85295CRD# 3084412Firm CRD# 131458

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Stephen Watts · GILBERT, AZ
Registration
CRD #3084412 · WATTS GWILLIAM & COMPANY, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

WATTS GWILLIAM & COMPANY, LLC
Jun 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 17, 2004
Years registered · 22
03

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WATTS GWILLIAM & COMPANY, LLC
CRD 131458 · SEC 801-63078
AUM
$605M
Regulatory assets under management
Employees
10
988 client accounts
Services offered by WATTS GWILLIAM & COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at WATTS GWILLIAM & COMPANY, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Stephen Watts offer?
Jeffrey Stephen Watts specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GILBERT, Arizona for a consultation.
What are Jeffrey Stephen Watts's credentials?
Jeffrey Stephen Watts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Stephen Watts located?
Jeffrey Stephen Watts is based in GILBERT, Arizona, working with WATTS GWILLIAM & COMPANY, LLC. Their office serves clients in the GILBERT metropolitan area and surrounding communities.
How does Jeffrey Stephen Watts charge for services?
Jeffrey Stephen Watts's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATTS GWILLIAM & COMPANY, LLC?
WATTS GWILLIAM & COMPANY, LLC has approximately 10 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WATTS GWILLIAM & COMPANY, LLC

Daniel Bradford Gwilliam
GILBERT, AZ
David Bruce Watts
GILBERT, AZ

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