TrueAdvisor
TrueAdvisor
AJ
CFP
AJ
CFP

Alan Martin Jacobs

Watts Gwilliam & Company, LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate Planning
Watts Gwilliam & Company, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
443 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$818.9M

Fee Structure

Minimum Annual Fee:$2,500

Location

2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Watts Gwilliam & Company, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cambridge Wealth Management
October 2018 - March 2022 · 3 yrs 5 mos
Cambridge Wealth Management
September 2003 - December 2008 · 5 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - September 2003 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.