John Williamson, financial advisor Steilacoom WA

John Williamson

CRD Number: 2357023
Current Firm: Alexander Capital Wealth Management LLC

John Williamson (CRD# 2357023) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Steilacoom, WA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Penny Lane Wealth Management, LLC Tacoma, WA Mar 2023 - Current < 1
Alexander Capital Wealth Management, LLC New York, NY Sep 2017 - Current 6
Alexander Capital, LP New York, NY Dec 2016 - Current 7
Portfolio Strategies Inc. Tacoma, WA Jul 1999 - Current 24
Portfolio Strategies Inc. Tacoma, WA Dec 2001 - Jan 2023 21
Edi Financial, Inc. Tacoma, WA May 2001 - Dec 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for John D. Williamson
Phone Number: 212-687-5650
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $218,169
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA

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