Anthony Williams, financial advisor Fort Myers FL
96 score

Anthony Williams

CRD Number: 6283283
Current Firm: Edward Jones

As an Edward Jones financial advisor(CRD# 6283283) with 15 years of experience in the financial services industry, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

 

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

 

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

CONTACT
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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2014 - Current 2
Ohio Air National Guard Columbus, OH Jul 2006 - Jul 2014 8
Jp Morgan Securities LLC Fort Myers, FL Dec 2013 - Mar 2014 < 1
Jp Morgan Chase Bank Fort Myers, FL Aug 2013 - Mar 2014 < 1
Jp Morgan Chase Bank Columbus, OH Mar 2008 - Mar 2014 6
Regency Windo Corp Columbus, OH May 2005 - Jun 2006 1
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Apr 2014
S7 General Securities Representative Examination (GS) May 2014
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Anthony R. Williams
Phone Number: (239) 466-5570
Registered State(s):
  • FL
  • CA
  • GA
  • IN
  • KS
  • MI
  • MO
  • NY
  • OH
  • OR
  • PA
  • UT
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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, 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, VI, VT, WA, WI, WV

Firm Disclaimer:

First-class service

 

There's an advantage in working with an Edward Jones advisor who knows you – and your financial goals. That's what makes Edward Jones different from other investment firms. Supporting the relationship between you and your Edward Jones advisor shapes nearly every aspect of our business.

 

Local offices

 

You may have seen one of our 11,000 offices in your community. That's because we believe you deserve more than a 1-800 number when it comes to your financial future. What you may not know is that we're a Fortune 500 company with thousands of associates and sophisticated technology supporting your local, Edward Jones advisor.

 

Tailored advice

 

The Edward Jones approach in determining your goals, and developing tailored financial strategies, has been helping nearly 7 million clients for more than 90 years.

In fact, we like to think we became one of the largest financial services firms in the country by not acting that way. If you're ready to work with a different kind of investment firm — one that cares as much about why you're investing as what you invest in — you're ready to work with Edward Jones.

Ready to hire a financial advisor? Get competitive proposals from Anthony Williams and other advisors.
BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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