William Watkinson has been Co-Chief Investment Officer of Watkinson Capital Advisors since October 2017, is a control person of the firm and directly owns between 10% and 25% of it. William Watkinson holds a Bachelor of Science in Finance from Georgetown University and a Master of Business Administration from Drexel University.
Watkinson Capital Advisors LLC is a Berwyn, PA firm with $124M under management, 92 clients and 3 advisers in one office, as of its September 2026 filing.
William Jeffrey Watkinson is Co-CIO of Watkinson Capital Advisors. He joined the RIA in 2017 and is co-responsible for building and managing municipal bond portfolios. Before Watkinson Capital he worked at ProShares ETFs advising high net worth advisory teams and RIAs on portfolio construction using factor-based ETFs, and between 2005 and 2008 he was a retirement income specialist at The Hartford.
- – present · 8 yearsBerwyn, PA · Adviser representative · Firm CRD 151862
Investment adviser representative registrations
William Watkinson is registered as an investment adviser representative in Pennsylvania, since November 2017.
- PennsylvaniaSince 7 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 13 September 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 May 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 March 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Jeffrey Watkinson
- CRD
- 5076004
- Firm
- Watkinson Capital Advisors · CRD 151862
- Role
- Co-Chief Investment Officer
- Office
- 1273 E. LANCASTER AVE, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- watkinsoncap.com
Where does William Watkinson work?
William Watkinson has been Co-Chief Investment Officer of Watkinson Capital Advisors LLC since October 2017, and is a control person of the firm.
Is William Watkinson a financial advisor?
Yes. William Watkinson has a current investment-adviser registration in Pennsylvania, through Watkinson Capital Advisors since November 2017.
How many years of experience does William Watkinson have?
William Watkinson has 18 years in the financial industry, since June 2008, across 1 adviser firm.
What exams has William Watkinson passed?
William Watkinson has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in March 2006. FINRA credited William Watkinson with the SIE, which began in October 2018.
Where is William Watkinson based?
William Watkinson’s registered office is in Berwyn, PA.
Is William Watkinson registered with FINRA?
No. William Watkinson has no current broker registration.
How can I verify William Watkinson’s record?
Search CRD 5076004 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Watkinson’s full registration record.
