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Jennifer Mulvoy Watson

Savant Wealth Management

Westwood, MA

Rockford, IL

CRD 2791465

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Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
  • MA RA
    APPROVED
    Since 2026-03-16

Branch Locations

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Financial Services, Llc Westwood MA 09/2006 02/2026
Savant Wealth Management Rockford IL 02/2026 Present
  • 09/2006 → 02/2026
    Heritage Financial Services, Llc
    Westwood, MA
  • 02/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2009-03-03 → 2026-03-19
    Heritage Financial Services
    Westwood, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-21
S63 Uniform Securities Agent State Law Examination 1996-11-19
  • S66 Uniform Combined State Law Examination
    2007-03-21
  • S63 Uniform Securities Agent State Law Examination
    1996-11-19
Other Names
  • Jennifer M Watson
  • Jennifer M Watson

View on SEC IAPD

Nearby Firms

WEALTHY CHOICES (R)
LPL FINANCIAL LLC
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Nearby Investors

William Thornley
VINCENT DOUGLAS BEAUDOIN
PENELOPE STEPHANIE TZOUGROS

Nearby Offices

WEALTHY CHOICES (R) · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA

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