Jonathan Vest is a registered investment advisor at Watts Gwilliam & Company, LLC, based in Gilbert, AZ, with 18 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 514 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum fee is 1.25% per year, determined on a case-by-case basis. Subject to a minimum annual household fee of $2,500.
Fee Estimator
Location
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295
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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 Activities
Jonathan is self-employed as a residential realtor since 2005, dedicating a few hours per week to maintaining an active license. He does not intend to solicit or pursue real estate sales.
Employment History
Current Registrations
Watts Gwilliam & Company, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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