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Jennifer M Watson

Chief Compliance OfficerHeritage Financial Services, LLCCRD 2791465

About Jennifer M Watson

Jennifer M Watson is listed as Chief Compliance Officer at Heritage Financial Services, LLC in Westwood, MA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Heritage Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jennifer M Watson work?

Jennifer M Watson is listed as Chief Compliance Officer at Heritage Financial Services, LLC on SEC Form ADV.

How much of Heritage Financial Services, LLC does Jennifer M Watson own?

Form ADV reports a beneficial ownership band of Under 5%.

Heritage Financial Services, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022