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Alan Martin Jacobs

Watts Gwilliam & Company, LLC

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About Alan Martin Jacobs

Alan Jacobs is a financial advisor at Watts Gwilliam & Company, LLC, where he has been registered since March 17, 2022. Alan is a Certified Financial Planner™ professional and has been in the industry since November 2000. Alan holds a Series 7 and Series 66 license. Alan specializes in working with individuals, families, trusts, and retirement plans. Alan is passionate about helping clients achieve their financial goals and has extensive experience in developing personalized financial plans. Alan has been a registered representative with the Financial Industry Regulatory Authority (FINRA) since November 2000.

Firm Information

Alan Jacobs is currently registered with Watts Gwilliam & Company, LLC. Watts Gwilliam & Company, LLC is an investment advisor registered with the SEC. Based in Gilbert, Arizona, the firm offers financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles, and selection of other advisers. The firm manages over $818 million in assets for a total of 1,152 clients.
Watts Gwilliam & Company, LLC

2730 S. VAL VISTA DR.

GILBERT, AZ 85295

$818.90M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Jacobs’s Registration & Firm History

AZ

03/17/2022 - Present

Watts Gwilliam & Company, LLC (GILBERT AZ)

NY

11/09/2000 - 09/12/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/29/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Martin Jacobs.
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