Gregory Watson has been an investment adviser representative at Cedarwood Wealth since April 2025, and is not listed among the firm’s executive officers or direct owners.
Cedarwood Wealth LLC is a Highlands Ranch, CO firm with $213M under management, 115 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Greg Watson is Managing Director of Cedarwood Wealth. He began his banking career in 1996 in Delaware with Bank One's Consumer Division and moved to J.P. Morgan's Private Bank in 2002. In 2025, after more than two decades with J.P. Morgan Private Bank, he joined Cedarwood Wealth as a Managing Director.
Gregory Watson’s longest registration was 2 years at Citigroup Global Markets Inc. (2014–2017). Before joining Cedarwood Wealth in 2025, Gregory Watson was registered through J.P. Morgan Securities LLC and Citigroup Global Markets Inc.
- Cedarwood WealthCurrent– present · 1 yearHighlands Ranch, CO · Adviser representative · Firm CRD 334756
- J.P. Morgan Securities LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 79
- Citigroup Global Markets Inc.– · 2 yearsDenver, CO · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Gregory Watson is registered as an investment adviser representative in Colorado, since April 2025.
- ColoradoSince 13 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 February 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 September 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 April 2004 |
| Series 7 | General Securities Representative Examination | 16 October 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4690439
- Firm
- Cedarwood Wealth · CRD 334756
- Office
- 1745 SHEA CENTER DRIVE, 445, Highlands Ranch, CO 80129
- Registration
- Investment adviser registration
- In the industry since
- November 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cedarwoodwealth.com
Where does Gregory Watson work?
Gregory Watson is an investment adviser representative registered through Cedarwood Wealth LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Watson a financial advisor?
Yes. Gregory Watson has a current investment-adviser registration in Colorado, through Cedarwood Wealth since April 2025.
How many years of experience does Gregory Watson have?
Gregory Watson has 22 years in the financial industry, since November 2003, across 3 adviser firms.
What exams has Gregory Watson passed?
Gregory Watson has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in October 2003. FINRA credited Gregory Watson with the SIE, which began in October 2018.
Where did Gregory Watson work before Cedarwood Wealth?
Before Cedarwood Wealth, Gregory Watson was registered through J.P. Morgan Securities LLC, February 2024 to April 2025; Citigroup Global Markets Inc., September 2014 to August 2017.
Where is Gregory Watson based?
Gregory Watson’s registered office is in Highlands Ranch, CO.
Is Gregory Watson registered with FINRA?
No. Gregory Watson has no current broker registration.
How can I verify Gregory Watson’s record?
Search CRD 4690439 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Watson’s full registration record.
