Jonathan Mark Vest
Investment adviser representative at Watts Gwilliam & Company, LLC
21 yearsExperience
1 stateRegistered in
$1BFirm assets
22 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Watts Gwilliam & Company, LLCJan 2008 to now
- Self EmployedJan 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Watts Gwilliam & Company, LLC
$1BAssets managed
514Clients
9Advisers
22 yearsIn 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
- 5463656
- Firm CRD
- 131458