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Jennifer M Watson

Heritage Financial Services

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About Jennifer M Watson

Jennifer M Watson is an Investment Advisor Representative associated with Heritage Financial Services. Jennifer has 24 years of experience in the financial services industry. She is a Registered Investment Advisor, holding a Series 63, Series 66, Series 24 and Series 53 license. Jennifer is registered in Massachusetts. She is a registered representative of Heritage Financial Services. Jennifer's previous affiliations include Commonwealth Financial Network and National Financial Services LLC.

Firm Information

Jennifer Watson is currently registered with Heritage Financial Services. Heritage Financial Services is an investment advisor registered with the SEC. They have approximately $2.5 billion in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. They primarily serve individuals, corporations, and charitable organizations.
Heritage Financial Services

100 LOWDER BROOK DRIVE

WESTWOOD, MA 02090

$2.50B

Assets Under Management

Not reported

Total Clients

23

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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percentage of assets

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

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Jennifer Watson’s Registration & Firm History

MA

03/03/2009 - Present

Heritage Financial Services (WESTWOOD MA)

MA

11/15/2006 - 07/02/2009

COMMONWEALTH FINANCIAL NETWORK (NORWOOD MA)

MA

10/23/1996 - 12/19/2001

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/12/2007

Series 24 - General Securities Principal Examination

BC

Issued 11/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer M Watson.
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