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Jeffrey Allen Fryer

Watts Gwilliam & Company, LLC

Gilbert, AZ

CRD 2444169

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Employer firm

Watts Gwilliam & Company, LLC CRD 131458

$1.03B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Watts Gwilliam & Company, Llc

2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2009-01-07
  • AZ RA
    APPROVED
    Since 2009-01-07

Branch Locations

2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • 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
Watts Gwilliam & Company Gilbert AZ 01/2009 Present
  • 01/2009 → Present
    Watts Gwilliam & Company
    Gilbert, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-05
S63 Uniform Securities Agent State Law Examination 2000-01-15
  • S65 Uniform Investment Adviser Law Examination
    2009-01-05
  • S63 Uniform Securities Agent State Law Examination
    2000-01-15
Other Names
  • Jeffrey Fryer

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES

Nearby Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam

Nearby Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Gilbert, AZ

More in Gilbert, AZ

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