Jonathan McWilliams, financial advisor Seattle WA
93 score

Jonathan McWilliams

CRD Number: 5631084
Current Firm: Td Ameritrade, Inc.

Jonathan McWilliams (CRD# 5631084) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Seattle, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade Seattle, WA Oct 2014 - Current 2
N/a Seattle, WA Mar 2014 - Sep 2014 < 1
Ameriprise Financial Services, Inc. Ft. Lauderdale, FL Jan 2013 - Mar 2014 1
Bank Of America, N.a. Miami, FL Nov 2011 - Oct 2012 < 1
Merrill Lynch Miami, FL Aug 2011 - Oct 2012 1
Ekn Financial Services, Inc. Ft. Lauderdale, FL May 2011 - Aug 2011 < 1
Wells Fargo Advisors Financial Network, LLC Springfield, MO Mar 2011 - May 2011 < 1
Edward Jones St. Louis, MO Jan 2009 - Mar 2011 2
University Of Missouri - Columbia Columbia, MO Sep 2004 - Dec 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Jonathan G. McWilliams
Phone Number: (800) 669-3900
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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