# Jeremy Watson

> Jeremy Watson is a fee-only financial advisor at Davidson & Watson Financial in Lake Oswego, Oregon, who holds the CFP credential. Davidson & Watson Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremy-watson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Davidson & Watson Financial
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $42.8M across 252 accounts
- **Credentials:** CFP
- **CRD:** 7001816 (https://adviserinfo.sec.gov/individual/summary/7001816)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.davidsonwatson.com

## Frequently asked questions

### Is Jeremy Watson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Davidson & Watson Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy's firm, Davidson & Watson Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeremy Watson based?

Jeremy Watson is based in Lake Oswego, Oregon.

### What credentials does Jeremy Watson hold?

Jeremy Watson holds the CFP credential.

### Is Jeremy Watson registered with the SEC?

Yes. Jeremy Watson is registered as an investment adviser representative in OR (CRD 7001816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Davidson & Watson Financial manage?

Davidson & Watson Financial reports $42.8M across 252 accounts in assets under management.

### How do I contact Jeremy Watson?

Through Jeremy's website, www.davidsonwatson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7001816): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://davidsonwatson.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.