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Jordan Roy Watts

Stonebriar Wealth, LLC

Lehi, UT

Queen Creek, AZ

CRD 7798116

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Employer firm

Stonebriar Wealth, LLC CRD 327618

$139M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Stonebriar Wealth, Llc

2600 W. Executive Parkway Suite 360, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-06-24
  • UT RA
    APPROVED
    Since 2025-06-24

Branch Locations

2600 W. Executive Parkway Suite 360, Lehi, UT 84043 • United States

Queen Creek, AZ • 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
Vivint Solar Phoenix AZ 01/2019 12/2021
Stonebriar Wealth Lehi UT 01/2022 Present
Tmw Mesa AZ 01/2018 12/2018
Redman Van And Storage West Valley City UT 01/2016 12/2017
  • 01/2019 → 12/2021
    Vivint Solar
    Phoenix, AZ
  • 01/2022 → Present
    Stonebriar Wealth
    Lehi, UT
  • 01/2018 → 12/2018
    Tmw
    Mesa, AZ
  • 01/2016 → 12/2017
    Redman Van And Storage
    West Valley City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-04
  • S65 Uniform Investment Adviser Law Examination
    2025-03-04

View on SEC IAPD

Nearby Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN

Nearby Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT

More in Lehi, UT

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