Jeremy D. Watson

DAVIDSON & WATSON FINANCIAL

Lake Oswego, OR 97035

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CRD#: 7001816

Professional summary

Jeremy Daniel Watson, CFP® is a registered financial advisor currently at DAVIDSON & WATSON FINANCIAL located in Lake Oswego, Oregon.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeremy has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jeremy Daniel Watson's 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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 6, 2020 - Present

DAVIDSON & WATSON FINANCIAL

Office #1: 9 Monroe Parkway Suite 295, Lake Oswego, OR 97035

RIA

CRD#: 306686

Lake Oswego, OR

Past

September 24, 2018 - December 31, 2020

DAVIDSON & WATSON FINANCIAL

RIA

CRD#: 166197

LAKE OSWEGO, OR

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

Oregon
(4/6/2020)

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: 9/21/2018

Uniform Investment Adviser Law Examination

Current Firm

DAVIDSON & WATSON FINANCIAL

DAVIDSON & WATSON FINANCIAL | WATSON FINANCIAL LLC

CRD#: 306686 / SEC#:

Oregon

Registered Investment Advisory firm - (3/17/2020 Approved)

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Contact information

Main Address

9 Monroe Parkway Suite 295, Lake Oswego, OR 97035

Mailing Address

9 Monroe Parkway Suite 295, Lake Oswego, OR 97035

Phone number

(503) 635-2058

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	203
AUM (Assets Under Management)	$ 29,000,000

Red Flags

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

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Jeremy D. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DAVIDSON & WATSON FINANCIAL

DAVIDSON & WATSON FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2018

Current Firm

DAVIDSON & WATSON FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DAVIDSON & WATSON FINANCIAL

TRUST BUT VERIFY

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