Jonathan Williams, financial advisor Madison MS
81 score

Jonathan Williams

CRD Number: 5296656
Current Firm: Cetera Investment Advisers LLC

Jonathan Williams (CRD# 5296656) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Madison, MS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Regions Bank Madison, MS Apr 2014 - Current 2
Cetera Investment Advisers LLC Madison, MS Apr 2014 - Current 2
Cetera Investment Services LLC St.cloud, MN Apr 2014 - Current 2
Ubs Financial Services Inc. Jackson, MS Nov 2012 - Apr 2014 1
Edward Jones St Louis, MO Sep 2011 - Nov 2012 1
Unemployed Madison, MS Nov 2010 - Sep 2011 < 1
Bud And Alley's Restaurant & Bar Seaside, FL Mar 2010 - Oct 2010 < 1
Unemployed Madison, MS Oct 2009 - Mar 2010 < 1
Morgan Stanley Smith Barney Jackson, MS Jun 2009 - Sep 2009 < 1
Citigroup Global Markets Inc. Jackson, MS Feb 2007 - Jun 2009 2
Bellinger Homes Madison, MS Jan 2006 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Disclosure Information

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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jonathan B. Williams
Phone Number: 888-528-2987
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
81

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