Jerry WilliamsCRD Number: 1939146
Current Firm: Nationwide Investment Advisors, LLC
Jerry Williams (CRD# 1939146) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 18 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Nationwide Investment Advisors, LLC||Columbus, OH||Dec 2006 - Current||10|
|Nationwide Investment Services Corporation||Memphis, TN||Jun 2003 - Current||13|
|Nylife Securities Inc.||Memphis, TN||Jul 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management3,764MILLIONS
Total Number of Accounts99,700ACCOUNTS
Average Account Value$37,752
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV