JV
JV

Jonathan Mark Vest

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate Planning
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
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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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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
January 2008 - Present · 18 yrs 1 mo
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.