Jon Williams, financial advisor Nederland TX
90 score

Jon Williams

CRD Number: 5911191
Current Firm: Lpl Financial LLC

Jon Williams (CRD# 5911191) is an Investment Advisor Representative working at Lpl Financial LLC in Nederland, TX and has over 5 years of experience in the finance industry.

Similar Advisors
Patrick Foy, financial advisor Nederland TX
Patrick J. Foy
CRD# 1485275
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Richard Gagne, financial advisor Nederland TX
Richard A. Gagne
CRD# 1025516
Vsr Advisory Services
Score
96
Similar Advisors
William Maxey, financial advisor Nederland TX
William D. Maxey
CRD# 2829908
Raymond James Financial Services Advisors, Inc.
Score
96
Company Name Location Dates Years
Lpl Financial, LLC Nederland, TX May 2014 - Current 2
Morgan Stanley Smith Barney Beaumont, TX Apr 2011 - Apr 2014 3
Unemployed Nederland, TX Dec 2010 - Apr 2011 < 1
Lamar State College-port Arthur Port Arthur, TX Sep 2009 - Dec 2010 1
Shell/motiva Port Arthur, TX Nov 2002 - Aug 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Jon C. Williams
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Jon Williams and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.