JW
JW

Jeffrey Watson

6 Years of Experience
Spokane, WA
BrokerSells Insurance

Jeffrey Watson is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane, WA, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4407 N. Division St. Ste 503, Spokane, WA, 99207

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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 ActivitiesSells Insurance

Jeffrey is an insurance agent selling life, fixed annuities, and long-term care insurance, dedicating minimal time to this activity. He is also a notary public and a church council member, both requiring minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
January 2020 - March 2024 · 4 yrs 2 mos
State Registrations26 states
AKARAZCACODCFLGAHIIDMDMIMOMTNCNHNVOHORPASCTNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jeffrey Watson - Financial Advisor | TrueAdvisor