Jeffrey Williams, financial advisor Dallas TX

Jeffrey Williams

CRD Number: 2821934
Current Firm: Mwa Financial Services, Inc.

Jeffrey Williams (CRD# 2821934) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Dallas, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Mwa Financial Services Inc. Rock Island, IL Nov 2023 - Current < 1
Modern Woodmen Of America Rock Island, IL Oct 2023 - Current < 1
Little Woods Capital Advisors, LLC Fairview, TX Feb 2014 - Current 10
Jw Legal Support Services, LLC Fairview, TX Apr 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Oct 2015
S63 Uniform Securities State Law Examination Dec 2023
Contact Info for Jeffrey S. Williams
Phone Number: 309-558-3100
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    987
    ACCOUNTS
  • Average Account Value
    $137,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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