Gregory Watson
Investment adviser representative at Cedarwood Wealth
12 yearsExperience
1 stateRegistered in
$213.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cedarwood WealthApr 2025 to now
- Legacy Custom Signs and Graphics LLC.Apr 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2017 to Apr 2025
- JPMorgan Securities, LLCAug 2017 to Apr 2025
- CitigroupJul 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cedarwood Wealth
Legal name: Cedarwood Wealth LLC
$213.4MAssets managed
115Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4690439
- Firm CRD
- 334756