William Jeffrey Watkinson
Investment adviser representative at Watkinson Capital Advisors LLC
16 yearsExperience
1 stateRegistered in
$124.2MFirm assets
1 yearFirm in business
Are you William Jeffrey Watkinson? Claim your profile
Contact this firm
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
16 years in the industry.
- Watkinson Capital Advisors LLCSep 2017 to now
- UnemployedMay 2017 to Sep 2017
- Profund Distributors, Inc.Jul 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Watkinson Capital Advisors LLC
$124.2MAssets managed
92Clients
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
- 5076004
- Firm CRD
- 151862