Zhenhua
Yuan

Watts Gwilliam & Company, LLC

CRD#6305100
Investment Advisor
in Gilbert, AZ

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About this Advisor

Zhenhua Yuan is a financial advisor operating out of Gilbert, Arizona, who has 2 years of relevant experience. Yuan is on the advisory team at Watts Gwilliam & Company, LLC. During their career, Yuan has held roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Bank Of America, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Watts Gwilliam & Co. Yuan holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Arizona. Watts Gwilliam & Company, LLC is a financial advisory firm headquartered in Gilbert, AZ. It handles $433 million in assets under management among its 904 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 904 client accounts, 84% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a broad array of services, such as 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. Financial advisory fees typically are based on the type of services. Fee types charged by Watts Gwilliam & Company, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2730 S. Val Vista Dr. Suite 124
Gilbert, AZ 85295

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Watts Gwilliam & Company, LLC Brokerage Details

Total Assets Under Management

$432,908,600

AZ Average: $1,555,372,352
Total Number of Employees

9

AZ Average: 37
Total Number of Accounts

904

AZ Average: 1,370
Average Account Size

$478,881

AZ Average: $1,135,308

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

Zhenhua Yuan Work History

Zhenhua has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Watts Gwilliam & Co

2018 - 2020 (2 years)

Bank Of America, N.A

2017 - 2020 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2016 (2 years)

Jp Morgan Securities LLC

2014 - 2016 (2 years)

Jpmorgan Chase Bank

2013 - 2014 (1 year)

Bank Of America

2012 - 2013 (1 year)

Bank Of America

*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 Zhenhua Yuan 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

Zhenhua Yuan
Gilbert, AZ
Jeffrey Fryer
Gilbert, AZ
Carey Mccrady
Gilbert, AZ
Jonathan Vest
Gilbert, AZ
Jeffrey Watts
Gilbert, AZ
David Watts
Gilbert, AZ
Alan Jacobs
Gilbert, AZ
Daniel Gwilliam
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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