Jeffrey A. Fryer
Professional summary
Jeffrey Allen Fryer, who also goes by Jeffrey Fryer, is a registered financial advisor currently at WATTS GWILLIAM & COMPANY, LLC located in Gilbert, Arizona.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Allen Fryer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2009 - Present
WATTS GWILLIAM & COMPANY, LLC
Office #1: 2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295December 7, 1999 - December 15, 2008
CHARLES SCHWAB & CO., INC.
January 24, 1994 - March 16, 1994
WOODBURY FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
WATTS GWILLIAM & COMPANY, LLC
CRD#: 131458 / SEC#: 801-63078
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/7/2009)
Exams
Current Firm
WATTS GWILLIAM & COMPANY, LLC
CRD#: 131458 / SEC#: 801-63078
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,152 |
| AUM (Assets Under Management) | $ 818,900,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
WATTS GWILLIAM & COMPANY, LLC
CRD#: 131458Gilbert, AZ 85295TRUST BUT VERIFY
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