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Jeremy Daniel Watson

Davidson & Watson Financial

Lake Oswego, OR

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Current Employers
Davidson & Watson Financial

9 Monroe Parkway Suite 295, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-21
  • OR RA
    APPROVED
    Since 2026-01-21

Branch Locations

9 Monroe Parkway Suite 295, Lake Oswego, OR 97035 • 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
St. Andrew's Presbyterian Church Portland OR 06/2009 11/2016
Tony H. Davidson Comprehensive Financial Management, Llc Lake Oswego OR 02/2017 01/2020
Watson Financial, Llc Lake Oswego OR 01/2020 Present
  • 06/2009 → 11/2016
    St. Andrew's Presbyterian Church
    Portland, OR
  • 02/2017 → 01/2020
    Tony H. Davidson Comprehensive Financial Management, Llc
    Lake Oswego, OR
  • 01/2020 → Present
    Watson Financial, Llc
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-21
  • S65 Uniform Investment Adviser Law Examination
    2018-09-21
Designations

View on SEC IAPD

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Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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