Gregory Watson

CEDARWOOD WEALTH

HIGHLANDS RANCH, CO 80129

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CRD#: 4690439

Professional summary

Gregory Watson, who also goes by Gregory Mathew Watson, Gregory Matthew Watson, is a registered financial advisor currently at CEDARWOOD WEALTH located in Highlands Ranch, Colorado.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gregory has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Mathew Watson | Gregory Matthew Watson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Legacy Custom Signs and Graphics LLC.-Not investment related No. 1010 I-25 Unit A12, Castle Rock, CO 80104. Signmaking & Graphic Design. Director of Client Experience. 4/11/25. 40 hours. 2 hours. He communicates with the clients of the other business to inform them of the status of their projects and to answer any questions that they may have.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Watson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 13, 2025 - Present

CEDARWOOD WEALTH

Office #1: 1745 Shea Center Drive 445, Highlands Ranch, CO 80129

RIA

CRD#: 334756

HIGHLANDS RANCH, CO

Past

February 15, 2024 - April 11, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Denver, CO

Past

September 5, 2017 - April 11, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

Denver, CO

Past

March 28, 2017 - August 31, 2017

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

Denver, CO

Past

September 23, 2014 - August 31, 2017

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

DENVER, CO

Past

July 11, 2014 - August 31, 2017

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

DENVER, CO

Past

October 1, 2008 - June 16, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

SCOTTSDALE, AZ

Past

October 17, 2003 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEWARK, DE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CEDARWOOD WEALTH

CEDARWOOD WEALTH | CEDARWOOD WEALTH LLC

CRD#: 334756 / SEC#: 801-132112

RIA

Registered Investment Advisory firm - (3/12/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/15/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/22/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/30/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2003

General Securities Representative Examination

Current Firm

CEDARWOOD WEALTH

CEDARWOOD WEALTH | CEDARWOOD WEALTH LLC

CRD#: 334756 / SEC#: 801-132112

RIA

Registered Investment Advisory firm - (3/12/2025 Approved)

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Contact information

Main Address

1745 Shea Center Drive 445, Highlands Ranch, CO 80129

Mailing Address

9249 S. Broadway 200-136, Highlands Ranch, CO 80129

Phone number

(303) 495-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CEDARWOOD WEALTH ADV 2A (7/3/2025)

Regulatory assets under management

Total Number of Accounts	292
AUM (Assets Under Management)	$ 135,473,480

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gregory Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CITI PRIVATE ALTERNATIVES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

CEDARWOOD WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/2024

Series 66

Date: 9/22/2014

Series 63

Date: 4/30/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2003

Current Firm

CEDARWOOD WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CEDARWOOD WEALTH

TRUST BUT VERIFY

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