Unclaimed
Gregory Watson is a financial advisor with J.P. Morgan Securities LLC, a large financial services firm. Gregory has been working in the financial industry since 2003 and has experience with various investment strategies and services. He has worked with various clients throughout his career, including individuals, high-net-worth individuals, corporations, and institutional clients. Gregory is committed to providing his clients with personalized financial advice and helping them reach their financial goals. Gregory is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
02/15/2024 - Present
J.p. Morgan Securities LLC (Denver CO)
CO
03/28/2017 - 08/31/2017
CITI PRIVATE ADVISORY, LLC (Denver CO)
CO
07/11/2014 - 08/31/2017
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
AZ
10/01/2008 - 06/16/2014
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
DE
10/17/2003 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
IA
Issued 02/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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