William J. Watkinson

WATKINSON CAPITAL ADVISORS LLC

BERWYN, PA 19312

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CRD#: 5076004

Professional summary

William Jeffrey Watkinson, who also goes by W. Jeffrey Watkinson, is a registered financial advisor currently at WATKINSON CAPITAL ADVISORS LLC located in Berwyn, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

W. Jeffrey Watkinson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jeffrey Watkinson'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

November 7, 2017 - Present

WATKINSON CAPITAL ADVISORS LLC

Office #1: 1273 E. Lancaster Ave, Berwyn, PA 19312

RIA

CRD#: 151862

BERWYN, PA

Past

September 14, 2010 - May 17, 2017

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

April 3, 2006 - December 15, 2008

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

WAYNE, PA

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".

WATKINSON CAPITAL ADVISORS LLC

WATKINSON CAPITAL | WATKINSON CAPITAL ADVISORS LLC

CRD#: 151862 / SEC#: 801-132546

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

California

Registered Investment Advisory firm - (6/8/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/12/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(11/7/2017)

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: 10/10/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/31/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WATKINSON CAPITAL ADVISORS LLC

WATKINSON CAPITAL | WATKINSON CAPITAL ADVISORS LLC

CRD#: 151862 / SEC#: 801-132546

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

California

Registered Investment Advisory firm - (6/8/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/12/2025 Terminated)

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Contact information

Main Address

1273 E. Lancaster Ave, Berwyn, PA 19312

Mailing Address

Phone number

(484) 588-0120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 125,021,323

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

William J. Watkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jeffrey Watkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFUNDS DISTRIBUTORS, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Primary Firm SEC Registration

WATKINSON CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2017

Series 63

Date: 5/17/2006

SIE

Date: 5/17/2017

Series 7

Date: 9/13/2010

Series 6

Date: 3/31/2006

Current Firm

WATKINSON CAPITAL ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WATKINSON CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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