Jordan Roy Watts
Investment adviser representative at Stonebriar Wealth, LLC
10 yearsExperience
1 stateRegistered in
$139MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Stonebriar Wealth, LLCJan 2022 to now
- Vivint SolarJan 2019 to Dec 2021
- TmwJan 2018 to Dec 2018
- Redman Van and StorageJan 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Stonebriar Wealth, LLC
$139MAssets managed
505Clients
4Advisers
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
- 7798116
- Firm CRD
- 327618