Jeremy Watson
Davidson & Watson Financial · Lake Oswego, Oregon
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.
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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 |
| Assets under management | $42.8M across 252 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7001816 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.davidsonwatson.com |
How Jeremy's firm compares
- Davidson & Watson Financial's average account is about $170,000, from its Form ADV (assets managed divided by 252 accounts).
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Questions about Jeremy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Davidson & Watson Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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