Jeffrey
Fryer
Watts Gwilliam & Company, LLC
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About this Advisor
Jeffrey Fryer is a financial advisor who works in Gilbert, Arizona with a total of 14 years of industry experience. Fryer is an advisor for Watts Gwilliam & Company, LLC. They have been with Watts Gwilliam & Company, Llc for the entirety of their career. Fryer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona. Watts Gwilliam & Company, LLC is a registered investment company headquartered in Gilbert, AZ. It administers $433 million in assets under management between its 904 accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 904 customer accounts, 84% belong to high-net-worth clients who have more than $1 million in investable assets. Watts Gwilliam & Company, LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Watts Gwilliam & Company, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Watts Gwilliam & Company, LLC Brokerage Details
$432,908,600
9
904
$478,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Fryer Work History
Jeffrey has been registered as a financial advisor for 14 years.*
Watts Gwilliam & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Fryer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Watts Gwilliam & Company, LLC
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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