Gregory Watson
Investment Adviser Representative at Cedarwood Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gregory Watson is an investment adviser representative with Cedarwood Wealth in Highlands Ranch, CO, where they have been registered since 2025. They have worked in the securities industry since 2003 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Citigroup Global Markets Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CitigroupJul 2014 – Aug 2017Denver, CO
- Jpmorgan Chase BANK, N.A.Aug 2017 – Apr 2025Denver, CO
- Jpmorgan Securities, LLCAug 2017 – Apr 2025Denver, CO
- Cedarwood WealthApr 2025 – no end date reportedHighlands Ranch, CO
- Legacy Custom Signs and Graphics LLC.Apr 2025 – no end date reportedCastle Rock, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cedarwood Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.01
- First $1,000,0001.00%
- $1,000,001 - $2,000,0000.85%
- $2,000,001 - $3,000,0000.75%
- $3,000,001 - $5,000,0000.50%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Cedarwood Wealth offers investing, planning and advice, 401(k) advisory, and outsourced CIO services, including personalized investment plans, financial planning leveraging technology, corporate retirement plan guidance, and portfolio construction and asset allocation.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Highlands Ranch, CO
- SEC file number:
- 801-132112
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Cedarwood Wealth
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Watson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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