Jeff Bullock

Managing Partner

Jeff Bullock began his career in 2011 at J.P. Morgan Private Bank. He held various roles in his 10 years at J.P. Morgan, including working as an Investment Specialist on their trading desk, where he managed, invested, and traded client portfolios for high-net-worth families and non-profit foundations throughout the Rocky Mountain region. In 2017, Jeff was promoted to Vice President and, among other things, was part of the leadership team that trained new advisors and established an expansion office for the firm in Utah. In early 2021, Jeff left J.P. Morgan to join an independent investment advisory firm as their Chief Investment Officer where he helped oversee the investment management and strategy for the firm. He was responsible for investment due diligence, portfolio construction, asset allocation, and market research while simultaneously managing client relationships. Jeff holds a B.S. in Accounting from Brigham Young University. He is a native to Colorado and loves playing golf and being outdoors. He lives in Highlands Ranch with his wife Nicole, and their three children.

Gred Watson

Managing Director

Greg Watson began his banking career in 1996 in Delaware with Bank One’s Consumer Division. In 2000, he joined J.P. Morgan Chase, also in its Consumer Division, before transitioning in 2002 to J.P. Morgan’s Private Bank. As a Vice President, he led the client service team supporting the Denver and Scottsdale offices, serving the unique needs of ultra-high-net-worth families and family offices throughout the Rocky Mountain region. In 2014, Greg moved to Colorado to join Citi Private Bank’s Denver office as a Senior Banker at the request of the office head, working closely with their largest ultra-high-net-worth clients. In 2017, he was invited to return to J.P. Morgan Private Bank’s Denver office as a High Net-Worth Advisor. In his role as an Executive Director, he guided prominent families through complex wealth and estate planning strategies and crafted customized investment plans aligned with their goals. In 2025, after more than two decades with J.P. Morgan Private Bank, and nearly 30 years in senior roles at three of the world’s largest financial institutions, Greg transitioned from the corporate world to independent advisory. He joined Cedarwood Wealth as a Managing Director where he leverages his extensive experience managing sophisticated client relationships to offer unbiased financial planning and investment management to families across the wealth spectrum. Greg resides in Castle Rock, Colorado, with his wife Juliana and their three teenage children. Outside of work, he is passionate about mentoring and actively volunteers within his local community.