Jeffrey Watson is a CFP-designated registered investment advisor, based in Indianapolis, IN, with 29 years of industry experience.
Location
9840 Westpoint Drive, Suite 350, Indianapolis, IN, 46256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent with Ameritas since 2010 and a licensed agent with Avantax Insurance Agency, Inc. since 2021, focusing on equity indexed annuities; these activities take minimal time. He also works full-time as a financial advisor with Wealthcare Financial Group LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Wealthcare Financial Group, LLC
Wealthcare Financial Group, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
Mutual Service CorporationBroker
State Registrations16 states
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